1. Access Team Settings

   Once logged in, navigate to the team settings section in the Quilia portal.

2. Add Team Members

   Click on the 'Add Team Member' button.

3. Enter Details

   Fill in the name, email, and role for each team member.

   • Admin: Can access billing, client info, and add other team members.
   • Attorney: Can add other team members and access client info but can't access billing.
   • Legal Staff: Can access client info only; no billing or adding of team members.

4. Account Setup Email

   Once you’ve added a team member, they will automatically receive an email invitation to create their account and log into the app.

Why It Matters

Adding your team members ensures everyone has access to the tools and information they need to collaborate effectively. Assigning appropriate roles helps maintain security and keeps sensitive information accessible only to those who need it.