How to Invite New Users to Eve

Overview

New users are added from the Users page in the left navigation. Eve sends an invitation email, and the person sets their own password from the link in it.

Every person needs their own login. Shared logins make matter ownership, sharing and activity history unreliable, because all of it is attributed to one account.

Before You Start

• Access to Eve.

• The new user's email address.

Steps

1. Click Users in the left navigation. The page lists current users at your firm.

2. Click Invite User in the top right.

3. Enter the email address and send. Eve sends an invitation to that address immediately.

4. The new user completes setup. They click the link, set a password, then receive a second email to activate the account. Once activated, they can log in.

What Happens Next

• A new user sees no matters until matters are shared with them, or until firm-wide access is enabled on a matter. See 📄 How to Share a Matter with Team Members in Eve.

• Roles and permissions are set separately from the invitation.

If the Invitation Does Not Arrive

• Have the user check spam and junk.

• Confirm the address was entered correctly on the Users page.

• Invitation links can expire. See 📄 User Invitation Link Expired or Missing in Eve.