Getting Started
Managing your team
What team management offers
Team management allows you to easily share access to companies and filings with your team members, streamlining collaboration.
Inviting team members
Navigate to the Team page, enter the email address of your colleague or client, and send the invitation directly.
Team roles and permissions
The owner has full access, while members can view and file. Permissions clearly dictate what each role is authorized to do.
Managing team members
You can easily manage your team by removing members or transferring ownership when organizational changes occur.
Best practices
We recommend using individual accounts for everyone and conducting regular access reviews to maintain security.