Manage your personal, organization, and team preferences.
Manage firm staff, roles, and pending invitations for the active organization.
| Name | Practice role | Security | Status | Last sign-in | ||
|---|---|---|---|---|---|---|
Legacy name + default rate used for timecards and invoices. Not firm RBAC permissions and not matter/practice relationship labels.
Custom roles, permission matrix, and scoped assignments are managed in Roles & Access.
No pending invitations.