Introduction

This article explains how to add a new team member to your law firm. This can be done directly from a client's account, or the new user can be added directly to the firm. See this article for instructions on how to add a law firm member from the company's perspective.

Adding a new team member to a client account

Navigate to the Counsel Workspace. (This can also be done from the Firm Workspace by following the same steps).
In the Directory box, click on Companies and Firms.
Click on the three-bar menu to the right of the firm's name and click Manage Team.
Click on Add Team Member.
Select if you are adding a new user or existing user. For a new user, enter their name and email. For an existing user, select them from the dropdown menu. 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.

Navigate to the Firm Workspace (select the firm name from the Company Selection screen).
Click on Start a New Workflow > Add Firm Member.
Enter in the name of the new team member, and click Create New User. If they have already been added to your account, select them from the dropdown menu and skip the next step.
Confirm their name and email address and click Create.
Enter in their start date and click Continue.
Select if you want to invite the new team member to Fidelity Private Shares and click Continue. Clicking no will add their name to the firm, but they will not be able to log in until they have set up an account.
The user has been added to the firm, but you will receive a notification that they need to be added to specific clients. Follow the steps in the previous section on adding a team member to a specific client account.

Screenshots are for illustrative purposes only.

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