1
Access Admin Access Section
On the left sidebar, click Admin Access .
2
Add Member
- Fill in the member details (email + role).
- Select which level of access you’d like to assign to them.
- Full access: User will have full access to the company
- **Edit access: **User can view and edit with some restrictions
- View-only access: User can only view information
3
Create Member
Click Add Member to save.
4
Add a Law Firm
Within the same Admin Access page, click on the Law Firms tab and click the Add Law Firm button in the top right corner.Based on the law firm member’s email in Step 3, Mantle will match it up with known law firms on Mantle.*If you want to delegate access to the firm’s admin, go ahead and click on the Select button._*If a law firm suggestion does not appear, you can request to have your law firm added by connecting us with your law firm. Let us know at [email protected]. _