Managing your team (firm admins)
Add people one at a time or by spreadsheet, remove them, change roles, and export the list.
Open the firm portal → Team & Logins. You need the admin role.
Add people
- A few people: paste their emails and click Add people. Each gets an email with a code to set a password (unless your firm uses Microsoft or single sign-on — then nothing is emailed; they just sign in).
- Hundreds of people: export your directory to CSV (any columns — we find the email column) and click Upload CSV, or paste the whole list. Up to 2,000 at a time. They appear under Waiting to sign in; password-setup emails go out in the background, a few dozen every 10 minutes, so nobody's mail server is flooded.
- Someone already has a login? They're joined to your firm immediately — no email.
Seats vs. site license
Per-seat firms can add people up to the seats purchased under Billing. Site-license firms have no cap — the stats show ∞.
Remove people
Tick the boxes and click Remove selected (or Remove on one row). Their login stops working immediately. You can't remove yourself or the last admin.
Roles
Admin can manage logins, the distribution list, branding, and billing. Member uses the app. Change a role with the dropdown next to the name. Make at least two admins so nobody is locked out.
Search and export
Search by email above the list. Export CSV downloads every login with role, join date, and last sign-in — handy for your own audits.
Login activity
Admins see recent sign-ins with location. The same login from many places at once can mean a shared password — ask that person to reset it, or give the other people their own logins.