Team & security

Inviting your team and managing permissions

Invite colleagues safely, choose the right role, and understand how access is scoped to your firm.

Updated July 14, 2026

Firm administrators can invite colleagues from Settings → Team. Each invitation is tied to the invited email address and expires if it is not accepted in time.

Choose access deliberately

Use an administrator role only for people who need to manage the firm, billing, integrations, or other members. Give day-to-day claim preparers the least-privileged role that covers their work.

If the invited person already has a SREDlog account, accepting an invitation joins that account to the firm without replacing its password or bypassing its security settings.

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