How do I add a Colleague to my Workspace?
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Click
Manage in the main navigation at the top of the page.
You can add a colleague in the Internal Directory section of your Workspace Manager.
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Click
Add Colleague.
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Enter the person's email address and select their role. Note that the role assigned to the person does not have an impact on their user permissions, but will be visible to all colleagues in the
Internal Directory.
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Next, click
Add Colleague, which will send an invitation to that person.
They'll appear in the Internal Directory list with a Pending Invite status until they have accepted the invitation. If you need to, you can resend the invitation through the More menu.
Important
This article is about a feature available in Attorney accounts only.
A workspace colleague is someone who can manage teams and other colleagues in that workspace. You can add anyone, from attorneys to paralegals to secretaries, as a workspace colleague.