- Access Team Settings: Once logged in, navigate to the team settings section.
- Add Team Members: Click on the 'Add Team Member' button.
- 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.