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How do I invite a team member?

Adding a paralegal, junior attorney, or operations teammate to your firm workspace takes 30 seconds. The flow lives under Settings → My Org Members.

Open Settings → My Org Members

Section titled “Open Settings → My Org Members”

From the workspace, click Settings in the top nav, then My Org Members in the left sidebar. The Invite someone button sits in the top-right of the page.

Open My Org Members and click Invite someone

What you’ll need

Section titled “What you’ll need”

The invite dialog asks for three things:

  • Email address — the magic-link goes here. They don’t need a Fola account first; the link creates one when they accept.
  • Role — choose from
    • Owner — full control, including billing and ownership transfer
    • Admin — manage members, clients, forms, but not billing
    • Attorney — full case + form access
    • Paralegal — case + form access, no per-member permission edits
    • Read-only — view-only on every client and form
  • Optional message — appears in the invite email above the Accept button. Useful for “Hi Sarah — your account is set up, here’s the access link.”

What happens after you send

Section titled “What happens after you send”

The invitee gets an email with a 7-day magic link. When they click it, they pick a password (or sign in with Google), accept the invite, and land in your workspace with the role you picked.

The seat is billed only once they accept — pending invitations don’t count toward your seat total.

Removing or changing access

Section titled “Removing or changing access”

Members already on the team show under Active members. Click any row to:

  • Change their role
  • Revoke their access (their JWT is invalidated immediately)
  • Transfer ownership to them (Owner-only)

The action stays in scope: an Admin can change another Admin’s role but can’t downgrade the Owner.

Where to go next

Section titled “Where to go next”

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