Introduction
Your company can register legal counsel by connecting to their primary lawyer at a law firm, or an individual attorney with their own practice. Once a company has registered counsel with one lawyer, either the company or the lawyer can add additional legal team members to the company's account. This article has instructions on how you can add a new law firm member to your account. Instructions can be found here on adding a new team member from the law firm's perspective.
Adding a new team member
- Navigate to the Company Workspace.
- In the Directory box click on Companies and Firms.
- Click on the name of your law firm.
- Click on Add Team Member.
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Enter in the name and email for the new team member and click Save.
- Click on the three-bar menu to the right of the new team member and click Edit Role.
- Select the correct role and permission level for the new team member and click Save.
Note: As an extra security precaution, some law firms require additional approval when a new lawyer is identified for the first time on the platform. During this extra approval step, the law firm checks that such a person exists at their law firm. As a result, you might see a yellow icon indicating the team member is awaiting approval.
Additional Resources
Working with the Platform and Your Lawyer
Screenshots are for Illustrative Purposes Only.
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