Once you have created your own administrator profile, you’re ready to begin inviting team members to Composure.
Begin by selecting your profile and then clicking the “Manage Users” option.
The next screen will show options to filter and manage your users once they are successfully onboarded. Select the “plus” icon to reveal two options from the dropdown menu: “Add Teammate” and “Add Collaborator.”
The first option allows you as administrator to create user profiles with their own analytics capabilities and ability to access legal matters unless they are marked as private. In other words, the “teammate” option is intended to be used for your legal team only given the deeper access they will have in Composure. “Collaborators,” on the other hand, might include business stakeholders who are not directly contributing to your business’ legal work. See “User types in Composure” for more information.
After selecting “Add Teammate,” a modal will populate where you can enter the new user’s information. Proceed with inputting the following information:
- First name
- Last name
- Work email address
- Work phone number
- [Optional] Legal specialization
- Staff designation
Regarding the last two options:
- The legal specialization field allows you to notate any qualifications or areas of legal expertise specific to that individual.
- The staff designation field allows you to differentiate members of your legal staff into distinct functional groups. For more information, see “What is the staff designation feature?”
Once all information is entered, select “Add” to complete the invitation process.
Thereafter, the new user will receive an invite to join Composure and complete his or her first profile login from an email sent to his or her work address.
To invite a colleague from your business, complete the same steps listed above, instead selecting the “Add Collaborator” option. For that user type, proceed with inputting the following information:
- First name
- Last name
- Work email address
- Work phone number
- [Optional] Home address
