This article walks you through inviting a new user to your organization's Hearsay account.
Only invite your firm's internal team members here. To add someone to a specific case (such as a client with view-only access), see Managing access to a case.
Step 1: Click Invite Team Member
From the Team tab in the left panel, make sure the Members tab is selected. Click + Invite Team Member in the top-right corner.
Step 2: Enter invitation details
In the Invite Team Member modal, enter the person's Email address and select a Role from the dropdown.
Member: Can access cases and collaborate with the team.
Admin: Can manage team members and organization settings.
Step 3: Send Invitation
Click Send Invitation.
Admin Permissions: Admins can view and export data from all cases in the account.
Confirm success
The invited user appears in the Members list with a Pending invitation label. The page header shows a pending count badge.
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