Choosing the Right Method
Supio gives you two ways to add users depending on how many accounts you need to create:
Single User Invite | Bulk CSV Upload |
Adding one or a few users | Onboarding a large team at once |
Fill out a short invite form | Upload a pre-formatted CSV file |
Firm Admins only | Firm Admins only |
Access Roles
Every user in Supio is assigned an Access Role, which determines what they can see and do:
Access Role | What They Can Do |
Admin | Full access to all cases, settings, and user management — can invite, edit, and remove users |
Member | Standard access to cases and features — cannot access user management or firm-level settings |
Viewer | View cases only |
Assign Admin access only to users who need to manage your firm's Supio account. Most attorneys and paralegals should be set as Members.
Accessing Settings
Before you can invite new users, you'll need to navigate to your organization settings:
In the top right corner of the Supio portal, click on your profile icon (your initials)
Click on the settings gear icon next to your name
Once in Settings, navigate to the Members tab on the left sidebar
Inviting a Single User
Go to Settings → Members.
Click ‘Invite Member’ button on the top right.
Enter the user's first name, last name, and email address.
Select their Access Role.
Select their Firm Role.
Click 'Send Invite'.
The user will receive an email invitation with a link to complete setting up their account.
Adding Users in Bulk
Go to Settings → Members.
Click ‘Invite Member’.
Click ‘Download Template’ — open it in Excel, Google Sheets, or any spreadsheet tool.
Fill in the required fields for each user: first name, last name, email address, access role (see CSV Access Role Codes below), and firm role. Each person gets their own row.
Save your completed file and return to the Invite Member modal.
Click Import CSV and select your file.
Review the validation screen — any formatting issues (invalid emails, unsupported roles, missing fields) will be flagged here before any accounts are created.
Confirm to send invites and add all users to your Supio account.
Note: When filling in the Firm Role column for bulk CSV uploads, use the exact role codes — the CSV will fail validation if the values don't match exactly.
Admin = FIRM_ADMIN
Member = FIRM_CREATOR
Viewer = FIRM_VIEWER
CSV Formatting Requirements
A few things to check before uploading your CSV to avoid validation errors:
Email addresses must be valid and not already associated with an existing Supio account
Access Role must be either Admin, Member or Viewer — no other values are accepted
Firm Role must match one of the supported roles configured for your organization
All required fields must be filled in for every row — rows with missing data will be flagged
The validation screen will catch errors before any accounts are created. If rows are flagged, fix them in your CSV file and re-upload — you won't need to re-enter the rows that passed.
Managing Existing Users
After users have been added, administrators can make changes at any time from the Members settings page:
• Update a user's Access Role or Firm Role
• Add or change team assignments
• Deactivate a user who has left the firm
Removing a user from Supio does not delete their case history or any documents they worked on. All case data remains intact.
Feedback & Support
If you have questions or need any assistance, please reach out to your Customer Success Manager or contact us at support@supio.com.