Roles
| Role | What they do |
|---|---|
| Owner | Manages the firm: members, keys, settings, and the plan. |
| Licensee | Runs reviews and signs off letters, once their licence is checked. |
| Staff | Runs reviews and drafts letters for a licensee to sign off. |
| Billing contact | Sees the plan and invoices. Never a report, a letter, or a client label. |
Every plan allows any number of members.
Inviting someone
In Settings, under Members, enter their email and choose a role. They get a link that lasts seven days. Someone invited as a licensee gives their licence number, and works as staff until it has been checked.
After they join, share the firm’s key with them from the same screen so that saved reports open for them.
Removing someone
Remove them from Members. Your computer then makes a new key for everyone who stays, so the person who left cannot open anything saved from then on.
Changing the owner
An owner can transfer ownership in Settings, under Account, to a licensee whose licence has been checked and who holds the firm’s key.
Still stuck? Write to support, and never include a client's name, documents, or identifiers.