Your firm's people live on People & roles in Settings. From here you invite colleagues, set each person's job, access level and billing details, and deactivate anyone who leaves — no separate user database to keep in sync.
Before you start
- Admin or Owner access — People & roles needs the 'manage users' permission (admin and above).
Where your people live
Open Settings › Firm & people › People & roles (/app/settings/team). Its People tab lists everyone in your organisation with their job, access, status, 2-step sign-in and when they were last active, and Columns adds more, such as rate level, teams or tour progress. Click a name to open Edit person, where everything about their membership is changed.
One thing this page does not do
There is no 'reset password' action here. MatterFirst signs people in through your firm's secure single sign-on, so passwords, multi-factor, and password resets are handled by that sign-in — not inside MatterFirst. What you control on this page is membership and access: who is in the firm, what they can reach, and whether their account is active.
-
1
Open People & roles
From Settings, choose People & roles under Firm & people, or go straight to /app/settings/team. The People tab shows how many seats are in use and a table of everyone in your firm; Teams, Sign-in and Who can do what are the page's other tabs.
-
2
Invite people
Click Invite people (top right) to open Invite your team. Add each person's name, work email and job — the job fills in their access, which you can change — then decide what each person charges, add a note to the invitation if you like, and send. Owner isn't offered; make someone an owner after they join. Invited people appear in the table as Invited until they accept, with Resend invitation, Copy invite link and Revoke invitation in their ⋯ menu.
-
3
Change someone in Edit person
Click a name to open Edit person: Job and access, Title (shown on letters and invoices), Hourly rates (rate level, and for admins the cost to the firm), and Their workspace (start page, lead stages and teams). Changes are saved with Save changes. You cannot change your own access — ask another owner.
-
4
Deactivate or reactivate a person
In a person's ⋯ menu (on their row, or in Edit person), Deactivate asks first: it names their open matters, tasks and leads, then removes their access while keeping all their matters, time entries, and history, and frees their seat. Reactivate brings them back with the access they had. To act on several people at once, tick them and use the bar that appears.
Tips & pitfalls
- There's no password reset inside MatterFirst — logins and password resets are handled by your firm's single sign-on. Point people there (or to whoever manages your IT) for login help.
- An invited person shows as Invited until they accept — a handy at-a-glance list of who you're still waiting on. Each link lasts 7 days.
- You can't change your own access or deactivate yourself, which stops you locking yourself out.
Key takeaways
- People are managed on Settings › People & roles (/app/settings/team).
- Invite people opens Invite your team; a job fills in each person's access (never Owner).
- Deactivation removes access and frees the seat while preserving all data; logins and passwords are handled by your single sign-on, not MatterFirst.
Put the lesson into practice.
Book a guided session and our team will help you configure MatterFirst for your own practice.
We can't find the internet Attempting to reconnect
Something went wrong! Attempting to reconnect