00:00:03.633 Everyone at your firm gets their own Docket sign-in. You invite them from Team. 00:00:08.700 In the sidebar, scroll down to Firm and click Team. 00:00:14.267 Team & billing is where you manage who can sign in to your firm. 00:00:19.000 Firm users lists everyone with a sign-in. Right now that’s just you, the Owner. 00:00:23.233 The owner created the firm. No one else can disable the owner’s account. 00:00:27.267 Under Add a user, enter your teammate’s name and work email. 00:00:34.967 Then choose a role. You can invite someone as Staff or as Admin. 00:00:38.567 Staff work on clients and engagements, but can’t manage the team, firm settings, workflows or your Docket plan. 00:00:45.000 Admins can also invite and disable teammates and change firm settings. They must use two-factor sign-in. 00:00:51.067 Jordan will help run the firm, so choose Admin. 00:00:55.400 Click Send invite. 00:00:58.933 Docket emails Jordan the invite. It waits under Pending invites until they accept. 00:01:03.833 The invite expires in 14 days, so ask Jordan to accept it soon. 00:01:08.267 If the email goes astray, Copy invite link gives you the same link to send another way. 00:01:13.200 Here’s what Jordan receives. They open the email and click Accept team invite. 00:01:19.367 Jordan’s email address comes from the invite, so it can’t be changed here. 00:01:23.367 Jordan checks their name and creates a password of at least 14 characters. 00:01:29.433 Then clicks Accept invite and continue. 00:01:33.633 Because Jordan is an Admin, Docket asks them to turn on two-factor sign-in right away. 00:01:38.433 They scan the QR code with an authenticator app on their phone. 00:01:43.233 Then type the 6-digit code and click Verify and enable. 00:01:50.700 Jordan saves their recovery codes, then continues to the dashboard. 00:01:54.900 Jordan’s in, signed in to Maple Ridge Accounting as an Admin. 00:01:58.867 Back in your own account, here’s Team again. 00:02:01.367 Active team users is now 2. On the Free plan, nothing is billed. 00:02:06.200 Jordan is now listed under Firm users as active, with their role and last sign-in. 00:02:11.433 Reports to sets who each person reports to. It drives the My team view on the Work board. 00:02:17.833 Jordan now reports to you. 00:02:20.800 If someone leaves the firm, click Disable user. They’re signed out and can’t sign in again. 00:02:26.300 Jordan now shows as disabled. 00:02:28.833 Changed your mind? Reactivate user gives them their access back. 00:02:32.933 Jordan is active again, reporting to you. 00:02:35.567 Next up: start your first engagement.