Day 2 — Building your team

Today’s goal: get every person in your firm into the workspace with the right level of access. Plan on ~10 minutes total — most of it typing email addresses.

The members page

From the workspace, open Settings → Members.

You’ll see the current roster (right now, just you) and a button to invite new members. Click Invite member. You’ll be asked for:

• Email address — the invitee gets a one-time signup link there.
• Role — see the role guide below.
• Optional welcome note — appears in the invitation email.

The five roles

Role	Can do	Typical use
ORG_OWNER	Everything, including billing + transferring ownership	You (the founder/managing partner). Only one per org.
ORG_ADMIN	Everything except billing + ownership transfer	Office managers, operations leads.
ATTORNEY	Manage cases, sign filings, see firm-wide client list	Every licensed attorney at the firm.
PARALEGAL	Prepare cases, draft filings, edit profiles	Paralegals, legal assistants.
VIEWER	Read-only across the firm	Auditors, accountants reviewing billables.

Pick the smallest role that works

You can always promote someone later. Starting people one notch lower than you think they need (PARALEGAL instead of ATTORNEY for a not-yet-licensed law clerk, for example) is the easier mistake to recover from.

Bulk-inviting the whole firm

If you have more than ~5 people, skip the one-at-a-time flow and use Bulk ops instead:

Upload a CSV with email, role, and optionally givenName and familyName columns. Fola dispatches the invitations in a single batch and shows you a result table — who got their invite, who bounced, who was already in the system.

After someone accepts

Once an invitee clicks their invite link and creates a password, they land on their own personal Day 1 surface (the same one from yesterday’s article). Two things happen automatically:

1. They’re added to your org under the role you picked.
2. They consume one seat against your firm’s subscription. Demo orgs get 5 seats; paid tiers grow from there.

You can see the active seat count any time at Settings → Billing. We’ll talk about how that interacts with AI usage on Day 7.

Fine-grained access

For most firms, the five built-in roles are enough. If you need to narrow what a specific person can see — e.g. a contractor paralegal who should only see one practice area — open Settings → Members → [their row] for per-member access controls.

The granularity is intentionally limited (Fola is not a full RBAC platform); it covers the common “this attorney handles family-based only, this one handles employment only” splits.

What’s next

Your team is in. Tomorrow we’ll add your first client and walk through the profile shape.

Day 3 — Your first client →