Invite Your Team: Add Users and Avoid Access Problems

Invite Your Team: Add Users and Avoid Access Problems

Practice AI is powerful when your team can collaborate. Inviting users correctly ensures smooth workflow and avoids access issues.

Step-by-Step Invite Flow

Follow these steps to invite a team member:

1. Go to Users/Team Page
   Open the Organization → Users/Team section from the dashboard.
   

2. Click “Invite User”
   Open the invite modal to enter user details.
   

3. Enter Email & Name
   Make sure the email is correct. This will be their login email.

4. Choose Role/Permission
   Select the role from the dropdown.
   

5. Send Invite
   Click Send Invite. The user receives an email with instructions to join.

Common Roles and Permissions

• Admin – Full access. Can manage users, settings, and firm defaults.

• Attorney/Lawyer – Can work on cases, generate documents, and see assigned matters.

• Paralegal/Staff – Can view, organize, and upload documents; limited access to sensitive actions.

Choose roles carefully to avoid accidental access issues.

Resend Invite

If a user did not receive the invitation:

1. Go to Users/Team page

2. Find the Pending Invite user
   

3. Click Resend Invite

This will send a fresh email with the join link.

Remove a User

To remove access:

1. Go to Users/Team page

2. Find the user

3. Click Remove or Deactivate

Removed users immediately lose access to Practice AI.

What to Do If Invite Not Received

• Check spam/junk folder

• Confirm the email was entered correctly

• Resend the invite

• If still not received, contact your admin or Practice AI support