Team & Roles

Lawzana Flow supports multi-user teams with role-based access control. This guide covers inviting team members, assigning roles, and managing permissions.

User Roles#

Every team member has one of four roles, from most to least access:

Inviting Team Members#

1. Go to Settings → Team
2. Click Invite Member
3. Enter the person's email address
4. Choose a role (Admin, Member, or Viewer)
5. Click Send Invitation

The invited person receives an email with a link to join your organization. If they don't have a Lawzana Flow account, they'll be prompted to create one.

Trial Invitations#

During your 14-day trial, you can invite up to 2 additional team members. These seats convert to paid seats when your subscription begins.

Managing Team Members#

Change a Member's Role#

1. Go to Settings → Team
2. Find the team member
3. Click the role dropdown
4. Select the new role

Remove a Team Member#

1. Go to Settings → Team
2. Find the team member
3. Click Remove from the context menu
4. Confirm the removal

Removed members lose access immediately. Their past activity (notes, uploads, changes) is preserved in the system.

Teams / Groups#

Organize team members into groups for easier management:

1. Go to Settings → Teams
2. Click Create Team
3. Name the team and add members
4. Designate a Team Lead if appropriate

Teams are useful for:

• Assigning multiple people to matters
• Filtering views by team
• Department-based organization

Ownership Transfer#

To transfer ownership of the organization:

1. The current Owner goes to Settings → Team
2. Find the team member who will become the new Owner
3. Select Transfer Ownership
4. Confirm the transfer

The current Owner is demoted to Admin. There can only be one Owner at a time.

Permission Details#

What Each Role Can Do#