Invite a team member
Add a colleague to the practice and choose the access they need across BeforeMay.
Source reviewed Product documentation
Open Settings → Team. In Email addresses to invite, enter one address or paste a list, then choose What they can do once they join. Review the addresses and choose Invite (or Invite … for a list).
The practice levels are Owner, Admin and Member. An invitation offers Admin to the owner and Member to an owner or admin. A practice has one owner; handing ownership over is a separate action. Members work with clients and cannot change the team, billing or practice settings.
Invitations that have not been accepted appear under Waiting to join. An expired invitation can be sent again with Invite again. A fresh invite link stops the old one working. The team list also lets authorised people change access or remove a member.
Team access is shared across Workpapers, Sign and Verify. Removing someone from the practice removes their access to those products straight away, while their name remains on work they already did.