How to Invite New Users to Eve

Overview

This article walks you through adding new team members to your firm's Eve account by sending them an email invitation. Firm admins use the Users page to invite new users, who then receive a secure link to set up their account and activate access. Every user should have their own unique login to avoid confusion when managing matters.

Prerequisites

• You must be a Firm Admin to invite new users

• You need the new user's email address

Step-by-Step Instructions

1. Navigate to the Users page — In the left-hand navigation bar, click "Users". This opens your firm's user management page where you can see all current users and invite new ones.

2. Click Invite User — In the top right corner of the Users page, select "Invite User". This opens the invitation form.

3. Enter the new user's email address and send — Type the email address of the person you want to invite, then send the invitation. Eve will immediately send an email to that address with a secure invitation link.

4. New user completes account setup — The new user must click the link in the invitation email to accept the invitation and set up their password. After setting their password, they will receive a follow-up email to activate their account. Once activated, they can log in to Eve.

Important: Every user needs a unique login. Sharing logins can cause confusion with managing matters, so individual accounts are recommended for all team members.