Associates: Roles, Invites & Deactivation

Manage your entire firm roster and define module-level permissions from the Associates section.

Team Directory & Invite Links

1. Open Associates at the bottom of the left sidebar.
2. (1) Click + Add Associate in the top-right corner to onboard a new user.
3. (2) Review active seat status, enabled permissions count, copy a direct invitation link, or click Edit Roles to update permissions anytime.

Creating an Associate with RBAC Matrix

1. (1) Enter Full Name, Email, optional starter password, select a distinct Calendar Color, and ensure Account is active is checked.
2. (2) Under the Role-Based Access Control (RBAC) Matrix, toggle exactly which areas the associate may view (Dashboard, Tasks, Billing, Documents, Reports, Settings, etc.).
3. (3) Click Save Associate. To offboard an employee without erasing case audit trails, edit their record and uncheck Account is active.