How do I add a Colleague to my Workspace?

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.

1

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.

2

Click Add Colleague.

3

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.

4

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.