Team and roles
Team in the menu shows everyone in your firm, the teams they work in, and the people you have invited who have not joined yet.
Roles
Everyone in the firm has one role.
| Role | Can |
|---|---|
| Owner | Everything, including billing, the plan and closing the firm |
| Admin | Invite people, change roles, make teams, change settings, and see and assign every client. Not billing, and cannot make or remove owners |
| Team lead | Invite members and viewers into the teams they lead, and assign their team's clients |
| Member | Work on their team's clients and the clients they are on |
| Viewer | See, but not change anything |
A firm always keeps at least one owner. To hand the firm over, make someone else an owner first.
Inviting someone
- Choose Invite people.
- Type their email, and their name if you like.
- Pick a role and, if you have teams, a team.
- Choose Send invite.
They get an email with a link that works for 7 days. Choose Share on WhatsApp to send the same link from your phone, in case the email lands in spam. They set a password, or continue with the Google account for that email, and they are in.
Until they join, they show under Invited, not joined yet. Send again makes a new link; Revoke cancels it. Invitations count towards your plan's users.
Teams
Make teams by city, by practice or by kind of client: Delhi, Pharma, Oppositions. Choose New team, then open the team on the Teams tab to add people and mark who leads it.
People in a team see that team's clients and any client they are on. People in no team, owners and admins see every client. A firm with no teams works as before: everyone sees everything.
To put clients in a team, tick them on Clients and choose Reassign, or pick the team on the client's People card.
People on a client
Open a client. The People on this client card shows who works on it and their role there.
| Role on a client | What it means |
|---|---|
| Lead | Gets the client's messages, documents and answers, by email and in the app. The client sees their name. One per client |
| Associate | Drafts and files |
| Paralegal | Documents and forms |
| Accounts | Invoices and payments; also told when the client says they paid |
Owners, admins and the team's lead add people, change their roles and take them off. Anyone can choose Take this client (or Join this client when it already has a lead), or leave a client. A new Lead takes over from the old one, who stays on the client as an Associate. History shows every change, by whom and when.
When a client has no Lead, its news goes to the leads of its team, and if it has no team, to the owners and admins.
Reassigning many clients
On Clients, tick the clients, then choose a new Lead, a team, or both, and Apply. Use it when someone goes on leave or a team takes over a set of clients.
Removing someone
Choose the bin beside their name on the People tab. If they lead clients, pick who takes them over first. They leave every client and team, and are signed out.
On the phone
In the Nishaan app, Account, Team shows your people and teams and lets you invite someone. A client's page has the same People on this client card, and Clients has Mine, My teams and All. Changing roles and making teams are on the web.