Your firm's details and team.

Adding someone

Team members in Workspace is where you invite people and set what they can do. They confirm their own email address before they get in, the same way you did.

Roles

An owner or admin can change the firm's details, publish the site and manage billing. Everyone else works on files.

Only an owner or admin can download the firm's records, and every download is recorded.

Someone leaving

Remove them from Team members. Their access stops immediately. The files they worked on stay with the firm, along with the record of who did what.