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  • Fundamentals
    • 🛠️Getting set up
      • 📝Setting permissions
      • 🧑Inviting Members
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  1. Fundamentals
  2. Getting set up

Inviting Members

PreviousSetting permissionsNextFor Attorneys

Last updated 1 year ago

As an Admin

As a amin you have permission to invite and edit any team members. Team members can be admins, managers, or users. Simply manage your team with the users screen.

As an Manager

As a manager you have permission to invite and edit any team members. Team members can be managers or users. Simply manage your team with the users screen.

As a User

As a user you so not have permission to invite team members. However, you can ask the organizational admin or manager to invitethe team member needing access to CompFox.

Or Follow the Snapshots

Step 1 : Click on the User Icon present on the top right corner of the window,then from the menu ,click on the Users button

Step 2 : Clicking the Users button will open this window ,then click on the Add User button

Step 3 : Clicking on Add User button will open this modal. Fill in the required information for the new user, including their email address,First name,last and choose the role

Step 4: Select a role.

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