Team and roles

Your firm’s team is managed on Settings → Team Members. What each person can do comes from their user type and their roles; what they can see comes from their matter access. This page covers managing the team; for the full who-can-do-what breakdown, see Who can see what in your firm.

User type and roles

Every teammate has:

A user type — Attorney, Paralegal, or Staff — which sets legal authority. Only an attorney approves and sends drafts, approves filings, and reviews the AI’s work.
One or more roles — Administrator, General access, Billing — which set operational permissions. A person’s permissions are the sum of their roles.

The two are independent: changing someone’s user type doesn’t change their roles, and the reverse. You set both together when managing a person, so you can see the whole picture before saving.

The Team Members page

The page lists everyone in the firm — each person’s name, user type, matter access, roles, and status at a glance. To change someone’s settings, an administrator opens Manage on their row, which opens a side panel with:

User type — Attorney, Paralegal, or Staff.
Matter access — All matters, or Selected matters (with a searchable list to pick the specific matters when it’s Selected).
Roles — Administrator, General access, and Billing.
Status — an Active / Deactivated switch.

Changes take effect when you click Save. An attorney’s bar number appears in the panel for reference. People who aren’t administrators can see the roster but can’t change it.

Inviting people

To add a teammate, an administrator clicks Invite member, enters their email, picks a user type, and chooses the roles they should start with — General access and Billing. (Administrator is granted only after someone joins, not on the invitation.) Cedent emails an invitation; when the person accepts and signs in, their account is created with exactly the user type and roles you chose — no follow-up setup needed.

Invitations you’ve sent appear under the Pending tab. There you can Resend one — which emails a fresh link and voids the old one — or Cancel an invitation that hasn’t been accepted yet.

Changing what someone can see and do

To widen or narrow what someone sees, open Manage and set their Matter access to All matters or Selected matters. With Selected, pick the exact matters from the searchable list right there.
To change what they can do, adjust their roles — and their user type for legal authority.
Your firm can never be left without an administrator; Cedent blocks removing the last one.
If you try to unassign a matter from someone who is its only lead attorney, Cedent keeps them on it and tells you — reassign the lead on that matter first.

Deactivating someone

When a person leaves the firm, open Manage and switch their status to Deactivated. They lose access immediately — sign-in, daily briefs, alerts — but their past work and history are kept, and you can reactivate them at any time. The firm owner can’t be deactivated, you can’t deactivate yourself from this screen, and the firm’s last administrator is protected too.

Sending on behalf of an attorney

When a paralegal or staffer sends a client email, it goes out on behalf of the matter’s lead attorney, so the attorney of record is always clear on outgoing correspondence.

Common questions

What’s the difference between user type and roles? User type is professional standing and legal authority — only an attorney approves and sends. Roles are operational permissions (administrator, general access, billing) that any user type can hold. Someone can be a paralegal with billing access, or an attorney without administrator access.

How do I add a new teammate? Settings → Team Members → Invite member: enter their email, pick a user type, and choose their starting roles. They finish setup when they accept the invitation, arriving with exactly the access you picked.

Can I give someone billing access when I invite them? Yes — choose Billing in the invite. They’ll have it the moment they accept. Administrator is the one role you can only grant after someone has joined.