Building Your Team

To give someone access to a case on TrialKit, they must first be invited as a user to the platform. Only an account admin can add users to the platform. If you are not the account admin, please ask your admin to carry out the invitation or to change your permissions. 

Inviting Users to TrialKit

Follow these simple steps:

1. Confirm you are an account admin.

2. From the Main TrialKit menu, click User Admin in the left menu. 

   

3. Click Invite User on the right hand side of the page. 
4. Enter the first and last name, email address, position, and phone number (if desired), and choose the role for the person you wish to invite.

4. Click Invite.
5. They will receive an email invite to set up their TrialKit account from TrialKit Support.
6. If they don't see the invite in their inbox, please have them check their spam, junk, or quarantine folders.
7. The invite will prompt them to create a new password to join TrialKit and then they are in!

Adding Teammates to a Case

Now that you've invited your team to TrialKit, you can start adding members to cases that you have created and are Owner. For more information on creating cases, view this article: Adding a Case. 

You can add unlimited teammates to collaborate on your case. Only case Owners can add teammates to a case, and teammates must first have been invited to your firm on TrialKit. 

To add a teammate to a particular case:

1. Open your case in My Cases

2. Navigate to Case Info in the left menu

    

   

3. Click + Add Teammate on the right hand side

    

4. Start typing the email of the person you want to add
5. If that person has already been added to your firm, their email should appear in the dropdown
6. You can set their permissions accordingly:
   • Owner  - all permissions including adding additional teammates
   • Member - all permissions except adding additional teammates
   • Viewer - read-only permission (cannot create work product)