Firm Management
Manage firm members, roles, and access levels.
Company AdminHiring ManagerLast updated February 28, 2026
Purpose
Firm Management controls who has access to your organization and what they can do. It is where permissions are set and maintained.
This guide describes the firm list, role assignments, and common management actions like invites or updates. It helps you avoid misaligned access that can block workflows.
Use this page when adding new firm members, adjusting roles, or auditing existing permissions.
Who This Is For
Company AdminsHiring Managers
Prerequisites
Company admin or hiring manager permissions.
Active organization membership.
Key Areas
- Firm list with roles and status.
- Role assignment and invite actions.
- Member management and permissions.
Screenshot Placeholders
Firm management
Firm list with role assignments.
Suggested filename: docs-firm-management-list-desktop.png
Firm management
Mobile firm list with role badges.
Suggested filename: docs-firm-management-mobile.png
Tips
Audit firm roles quarterly to keep access correct.
Use invitations for new firm members instead of sharing credentials.
Troubleshooting
Symptom: I cannot edit a firm member.
Likely cause: You are not a company admin.
Fix: Ask a company admin to make the change.
Likely cause: You are not a company admin.
Fix: Ask a company admin to make the change.
Symptom: Firm list is empty.
Likely cause: Organization is not linked or data failed to load.
Fix: Confirm organization settings or refresh.
Likely cause: Organization is not linked or data failed to load.
Fix: Confirm organization settings or refresh.
Related Pages
Reference
Role assignment: The permission level granted to a user.