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Invite Users

Administrators invite new portal users from Settings → Users. Invitations send an email with a registration link.

Who can invite​

RoleCan invite
org_adminAll role types including Case User and Attorney User
vendor_adminvendor_admin, vendor_user, attorney_user, client_user for their vendor

Org admins exclusively invite Case User (client_user) and Attorney User (attorney_user) roles.

Invite a user​

  1. Go to Settings → Users (/users).
  2. Click Invite user (or Add user).
  3. Complete the invitation form:
    • Email address — Must be unique; invitation sent here
    • First name / Last name
    • Role — Select from roles you are allowed to assign
    • Vendor — Required for vendor-scoped roles; omitted for vendor-independent roles
  4. Submit the invitation.

Vendor-independent roles​

Case User and Attorney User are stored under the organization vendor placeholder — you do not select a vendor scope when inviting these roles.

After inviting​

  1. The user receives an email with a registration link.
  2. They complete registration at /registration with the token.
  3. They verify email if required, then sign in.

Resend invitation​

If the invitation expires:

  1. Open Settings → Users.
  2. Find the user (pending status).
  3. Click Resend invitation.

Some admin views allow generating a one-time invite link to share manually instead of email.

Role assignment rules​

You can only assign roles at or below your level in the hierarchy:

  • org_admin → all roles
  • vendor_admin → vendor_admin, vendor_user, attorney_user, client_user
  • Lower roles → progressively fewer assignable roles

See Role Overview and Manage Users.