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Inviting team members

Add colleagues so they can pick up cases too.

Inviting team members\n\n1. Go to Settings > Team.\n2. Click Invite member, paste their email, pick a role.\n3. They'll receive an email with a magic link.\n\nRoles:\n- Owner — full access, can edit billing\n- Admin — manage cases + members, no billing\n- Consultant — work on cases assigned to them\n- Finance — invoices + reports only\n- Read-only — view, no edit

Last updated 18/04/2026