Workspace administration

Invite users and assign roles

Use legal operations roles that match the work people actually do.

Admin5 min

Steps

1
Open Admin, then Users.
2
Enter the colleague name, work email and role.
3
Choose Admin only for trusted workspace administrators; use Partner for review and export decisions.
4
Use Fee earner for matter owners, Paralegal for evidence chasing and Observer for read-only assurance.
5
Resend or disable invites from the same screen when access changes.

Invite email sends from Mike AI.

The role shown in the user table matches the intended permission.

Observers cannot change matters, users, billing or policies.