How do I set up new accounts for my team members?

How Do I Add a New User to My Account?

Setting up a new account  for a staff member or even a new attorney in your office is simple and quick. 

  • Under the Firm Settings of your account, go to the Users section.
  • Then click on the Add New icon (located at the top right-hand corner of the section).

  • This will bring up a New User window for you to enter the new users information with any relevant billing changes on the right hand side.

  • Once you have entered the user's information, click Send Invite. 

  • The new user will then receive an email from Zola Suite asking them to select a password and log into their new account. Once the account has been created, you can begin assigning tasks and collaborate with your newest Zola Suite user! 

  • If at any time you need to revoke access, you can easily change the password or deactivate the account

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