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Inviting team members and understanding roles

Invite advocates and staff and learn the differences between Owner, Admin, and Member.

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Written by Jason Praful

Bring your colleagues into Gaveli so everyone works from the same cases and calendar. Each person has a role that controls what they can do.

Invite a team member

  1. Go to Settings → Members.

  2. Choose to invite a member and enter their email address.

  3. Pick their role and send the invitation.

  4. They'll get an email to join; once they accept, they appear in your team.

🖼️ Image slot — The Members settings page with the invite control and the team list.

The roles

  • Owner — full control of the firm, including billing and deletion. Typically the person who created the firm.

  • Admin — manages the firm and team and has billing access, but can't delete the organization.

  • Member — works on cases, documents, tasks, and expenses, without access to billing, invoices, or analytics.

Changing a role

An Owner or Admin can change a member's role from the Members page — for example, to give someone billing access by making them an Admin.

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