Inviting Team Members

Add colleagues to your Infera firm so they can access and collaborate on documents.

How to Invite Team Members

1. Click Users in the firm sidebar
2. Click Add User
3. Enter their email address
4. Select their role (see below)
5. Click Send Invitation

The invited person will receive an email with a link to join your firm.

User Roles

When inviting team members, you'll assign them a role:

Role	Permissions
Admin	Full access to all features, can manage firm settings and users
Member	Can upload, view, and share documents
Viewer	Can only view documents shared with them

See User Roles & Permissions for detailed information about each role.

Managing Pending Invitations

View and manage pending invitations in the Users page:

• Resend - Send the invitation email again
• Cancel - Revoke the invitation before it's accepted

Removing Team Members

To remove a team member:

1. Click Users in the firm sidebar
2. Find the member you want to remove
3. Click the Remove button
4. Confirm the removal

Removed members will immediately lose access to all firm documents.

Transferring Ownership

If you need to transfer firm ownership to another admin, contact support for assistance.

Only the current firm owner can transfer ownership.