Inviting team members in Andri
Invite your colleagues to join your Andri workspace so they can collaborate on cases and access your shared knowledge base.
Before you begin: Make sure you have completed your company setup. You'll need admin access to invite team members.
Step 1: Go to your company environment
Click on your company name in the top right corner of the screen. If you have not set up your company profile, do this first.
Step 2: Go to member management
Click on "Members" in the left side menu.
You will now be taken to the page where you can manage your team members.
Step 3: Invite a team member
Click on "Invite Member".
A pop-up will appear where you fill in the following details:
Email address of the team member.
Role (Admin, Member, or Support).
Click on "Invite Member" in the pop-up to send the invitation.
Admins can manage company settings, billing, and team members. Regular members can work on cases and access the knowledge base but cannot change company settings. Support-role members can use chat and create case work product while the firm has support credits, but cannot change company settings.
You can invite one Support member for every billable seat: each Admin or Member unlocks one Support seat. What each role can and cannot do is set out in Roles and permissions in Andri.
Step 4: Acceptance of the invitation
New users (without an Andri account):
Receive an email with instructions to create an account and accept the invitation.
Existing users (with an Andri account):
Receive a notification at the bell icon in the top right corner.
They can click "Accept" there to accept the invitation.
Good to know: Each new Admin or Member adds one seat, at €350, £300 or CHF 400 per seat per month excluding VAT, depending on your firm's region. A yearly subscription costs €3,780, £3,240 or CHF 4,000 per seat per year. Support-role members do not add a seat and instead use support credits.
Once accepted, the new team member is added to your company environment and can immediately collaborate within Andri.