Collaboration is key to building a sustainable and scalable business. Here’s how to invite your team members into your Fidu portal.
1. Navigate to Account Settings within your portal
2. From the Account Settings menu, click on 'Users.'
3. Invite Team Members:
Use the 'Invite Team Members' button.
Enter their work email addresses. Each team member will receive an invitation to create their own username and password.
Fidu also allows you to define Team Roles to allow for different levels of access within the account. These roles are customizable and can be defined according to your needs (e.g., Client Manager, Paralegal) by navigating to 'Account Settings' then 'Team Roles'.