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Add a user

Written by Skyler Lambert

Account administrators can add logins for other members of the firm. On a paid plan you can add unlimited users — you're billed only for those who actively host depositions.

Open the account menu in the top-right corner, choose Account Settings, then go to Organization → Users and click Add New User.

Enter the person's email, first name, and last name, and pick a User type (Attorney, Paralegal, and so on). The user type is a starting template that pre-fills the settings below — you can adjust them.

The New User form

Account access sets the base level:

  • Regular user — a full member of the firm who can see the firm's plan and usage.

  • Restricted user — outside counsel: limited to the cases you assign, and can't see your plan or billing.

Capabilities are the specific things a user can do — turn each on or off:

  • Host (billable) — start, resume, or join depositions as co-counsel.

  • Manage Cases — create and delete cases and proceedings.

  • Account Admin — manage users, billing, and firm settings.

  • Briefs — use the AgileBriefs Word add-in (requires a Briefs license).

Capabilities, including the billable Host capability

Under Case access you can give the user None, Read, or Write access to specific cases (a premium feature).

When you click Add User, AgileLaw generates a one-time access code for the new user — there's no password to set. The user gets an email to activate their account and signs in with that access code. You can view or reset it later with Generate Access Code.

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