Inviting team members
3 min read
FilingKeeper is worth most when the whole practice is in it. Everyone sees the same deadlines, work can be assigned, and nothing depends on one person remembering.
Invite someone
Open Team
Team in the sidebar. Owners and admins see it; members do not.
Invite by email
Enter their name, work email and role, then send. They get an email with a link to set their own password — you never handle it.
Wait for them to accept
Until they do, they show as Invited on the Team page. Invitations expire, so if one goes stale just send it again.
What each role can do
- Owner — everything, including billing and removing other people. Normally the partner or practice founder.
- Admin — everything day to day: clients, deadlines, documents, and inviting staff. No access to billing.
- Member — the working view: clients, deadlines, documents, and marking filings submitted. Cannot invite or remove people.
Every practice needs at least one owner. Promote someone to owner before you remove the last one.
Assigning work
Open any deadline and set Assigned to. The deadlines list and the Risk Center can then be filtered by teammate, which turns 'what is on my desk this week' into one click.
Assignment does not change reminders. The daily digest goes to the whole practice, so cover during leave is automatic rather than something you have to arrange.
Still stuck? Get in touch.