Collaborate easily by adding teammates to your organization!

Important Note: Only the primary Convos user can add teammates to the account.


  1. Click Settings on the right-hand side menu.
  2. Click on "My Firm." This will open up more information about that section.
  3. Scroll down to "Invite team members."
  4. Complete the fields required to send an invitation email to your teammate. 
    • The email will contain a link to create their user account within your firm. 
    • Once accepted, you will see them as a teammate in the same area where you sent the invitation.