Note: Only law firm dashboard users with "Member Administration" permissions can add or remove other law firm dashboard users.
To begin, make sure to press on "Clients" on the left panel of the law firm dashboard:
Then press the green "Add Members" button on the top right hand corner of the law firm dashboard:
You will then need to fill out the new law firm user's full name and email address, along with toggling permissions for "Member Administration" and "All-Client Access":
Member Administration: If toggled on, this will allow the new law firm dashboard member to:
Invite and remove other law firm dashboard member
Grant other law firm dashboard members to access to specific clients
Control permissioning levels of other law firm dashboard members.
All-Client Access: If toggled on, this will allow the new law firm dashboard member to join all clients attached to your respective firm.
If the toggle is on, it will be signified in green. If it is off, it will be otherwise grey. Both toggles will default to ON:
NOTE: If All-Client Access is toggled on, "Allowed Companies" will default all:
If All-Client Access is off, you will be able to select specific companies to allow access to:
Once everything has been filled out as appropriate, press the green "Invite" button on the bottom right corner of the page:
The newly invited law firm user will then need to accept the invite email invitation, then accept an additional invitation on the Pulley platform. These are the steps they'll need to take to accept their invitation.