How do I send an invite to join the firm?

Hi, firm admin! Looks like it is time to add some more folks to your firm account.

Just follow these simple steps:

  1. Once you have signed in to your PeachCourt firm admin account, click on the name in the top-right corner, then click “Firm Account Settings.”
  2. In the box labeled “Current users,” click “Add user.”
  3. Enter the firm member’s name and email address associated with their PeachCourt account and click “Send invite.”
  4. They will be sent an email with an invitation to join the firm account and will be added to the firm once they accept the invitation.

Adding a new user is just that easy!

Watch below for a short video on adding new users to your firm admin account.


in Firm Administration

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