LAST UPDATED
20/01/2026
Adding Users in Team
Shows how professional users can expand their internal teams by adding colleagues to specific cases to ensure collaborative and efficient handling.
Onboarding
Onboard Team Members Instantly - Streamlined User Management
Previously, adding new team members required manual user creation, separate profile setup, and manual invitations across multiple interfaces. With this feature, administrators can add users to companies through a streamlined flow that handles user creation, profile generation, role assignment, and email invitations in a single process.
Role-Based Assignment
Users can be assigned specific roles depending on the company type (e.g., Lead Handler for Agencies, Conveyancer for Law Firms). The system automatically creates the appropriate user profile and validates email uniqueness, ensuring the organizational structure is correct from the start.
Instant Access
Once created, users receive an automated invitation email containing a magic link for passwordless first-time access. This allows new team members to start working immediately with their profile automatically associated with the correct company and permissions.