Invite, reassign and remove colleagues

Add people to your workspace, and move their clients before they leave.

Inviting

1. Open Team and choose Invite.
2. Enter their work email and choose an access level.
3. They receive an email, set their own password and appear on the team list.

Invitations expire after 14 days; send a new one if it goes stale. If the email does not arrive, check junk first, then tell us.

Seats

Each person takes one seat. If you are at your seat limit, the desk says so before the invitation goes out. Startup and Solo are for one person; Practice takes up to 50 people and Firm up to 200.

When someone leaves

1. Open Team, click the person and choose Reassign all. Every client where they were the handler or account manager moves to the person you choose, in one action.
2. Remove them. They lose access immediately.

Their name stays on the records they worked on, so the audit trail does not rewrite itself. Removing someone frees the seat at your next renewal.