Team Management

Manage team members, roles, and permissions.

Inviting members

Go to Settings → Team and click Invite Member. Enter their email and choose a role.

Roles

• Admin — Full access to all modules, settings, and billing
• Member — Access to assigned modules and cases
• Viewer — Read-only access to assigned cases

Removing members

Admins can remove members from Settings → Team. Their data is preserved but reassigned.