Docs / Team Management

Team Management

Manage your firm's team members, roles, and permissions. Invite colleagues, assign roles, and control who can access what.

Team management page

User Roles

Praxis uses a role-based access control system with the following roles:

RolePermissions
AdminFull access to all features, settings, team management, audit logs, security dashboard, and data retention
ManagerAccess to cases, billing, reports, and team oversight. Cannot modify firm settings or security policies
LawyerAccess to assigned cases, time tracking, documents, and deadlines. Limited administrative access
ParalegalAccess to cases and documents. Cannot create invoices or modify billing settings
Read-onlyView-only access to cases and documents. No editing capabilities

Inviting Team Members

Admins can invite new team members by:

  1. Navigating to the Team page
  2. Clicking Invite User
  3. Entering the email and selecting a role
  4. The new user receives an email with login credentials

Managing Users

From the Team page, admins can:

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