All CollectionsTeam, Roles & SettingsTeam, Roles & SettingsHow to bring and manage your teammates in GaveliJBy Jason and 1 other2 authors·5 articlesInviting team members and understanding rolesInvite advocates and staff, and learn the differences between Owner, Admin, Billing, and Member.Configuring dropdowns (stages and expense categories)Tailor the Stage and Expense Category option lists your firm uses across cases and expenses.Managing your clients listMaintain the parties your firm represents — banks, companies, and individuals.Updating your organization profile and logoEdit your firm's name, logo, and details.Reviewing the audit logSee a record of who changed what in your firm.
