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
Go to Settings → Members.
Choose to invite a member and enter their email address.
Pick their role — invitations can be sent as Member or Admin — and send the invitation.
They'll get an email to join; once they accept, they appear in your team.
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.
Billing — works on cases like a Member, and additionally has access to Billing, Invoices, and Analytics. Useful for an accountant or office manager who handles the money but shouldn't manage the team.
Member — works on cases, documents, tasks, and expenses, without access to billing, invoices, or analytics.
Changing a role
An Owner or Admin can change someone's role from Settings → Members using the role dropdown next to their name. Pick Billing to give them billing access without any team-management powers, or Admin to give them both.
Because invitations can only be sent as Member or Admin, the way to give a new teammate the Billing role is to invite them as a Member and then change their role once they've accepted.
The Owner's role can't be changed from the dropdown — it's shown as a fixed badge.
For what each billing-gated area covers, see Who can access billing.