Account Admins can update their firm's members in the Litify Referral Web App from the Settings Dropdown menu. Privileges and Roles can be defined for all added firm members.
How to Add Firm Members
- Log in to Litify Referrals.
- Navigate to the Settings Dropdown > Firm Settings.
- Select + Invite User.
- Complete the user's information.
- Select Send. The added user gets an email to complete account setup.
Users can also be invited via the Join Invitations tab, where all pending invites populate and get managed.
You can rescind an invitation by selecting Delete Invitation.