LAST UPDATED
20/01/2026
Adding Users in Team
Walks through the process of inviting new staff members to a company, assigning roles, and setting up their default permissions.
Onboarding
Professional Team Management - Add Users by Role
Previously, only administrators could add users to companies, creating bottlenecks when teams needed to grow quickly. With this feature, professionals (solicitors, agents, panel managers) can add team members directly to their own teams with appropriate roles and permissions, empowering team leaders to manage their own expansion.
Decentralized Management
The system validates that the professional has permission to add users and that the assigned roles are valid for the company type. New users receive invitation emails with magic links, ensuring a consistent onboarding experience without requiring administrator intervention for every new hire.
Audit Trails and Security
The system maintains strict audit trails of who added which users to provide accountability. Role assignments are validated against company policies to ensure that new users only receive permissions appropriate to their role and the company's structure, maintaining proper security and access controls.