How to Add New Users to Your Firm in Eve

Overview

This article shows you how to invite additional firm members to your Eve workspace. You'll learn how to send email invitations to new users and what they'll need to do to join your firm's account.

Prerequisites

• You must have an active Eve account and be logged in at app.eve.legal

• You must have permission to add users to your firm's workspace

Step-by-Step Instructions

1. Navigate to the Users Section — From your Eve homepage, locate and click on the Users section on the left-hand side of the screen. This opens the user management interface where you can view existing users and add new ones.

2. Click to Add a New User — Look for and click the button to add a new user. This opens the invitation form where you'll enter the new user's information.

3. Enter the User's Email Address — Type the email address of the firm member you want to invite, then send the invitation. The new user will receive a "Welcome to Eve" email at this address with an activation link.

4. Confirm the Invitation Was Sent — After sending, you should see confirmation that the invitation email has been sent. The new user can now follow the activation steps in their email to create their account and access your firm's Eve workspace.