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Search CoCounsel Support Help and Support.

This article applies to:

Invite new users

Follow these steps to invite new users, either individually or in small groups.

Go to

Profile
Settings
Organization
Users

.

Select Invite users
.

note

Only administrators can invite new users.

Enter the new user’s email address. The email domain should match your company’s domain. If it doesn't, invite the user directly.

Select the following for the user:

Role

Member
or Admin

Group
(optional)

note

If no group is selected, the user will be in the default group.

Select + Add another
to invite multiple users at once.

To send the invitations, select Invite
.

Select Bulk User Invitation
, then Download Template
.

Enter the user information into the template, and save it to your computer.

Upload the saved template.