> ## Documentation Index
> Fetch the complete documentation index at: https://learn.expertmd.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Members

> Invite and manage team members who can collaborate on your expert witness cases.

# Team Members

ExpertMD allows you to invite team members to your practice so they can help manage cases, review documents, and handle administrative tasks. This guide covers how to invite, manage, and remove team members.

## Accessing team management

Navigate to **Settings** in the left sidebar, then select the **Team** tab to manage your team members.

<Frame caption="Team management in Settings">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/doctors/team-settings.png" alt="Team management in Settings" />
</Frame>

## Inviting team members

<Steps>
  <Step title="Click Invite Team Member">
    On the Team settings page, click the **Invite Team Member** button.
  </Step>

  <Step title="Enter their email">
    Provide the email address of the person you want to invite. They will receive an invitation email with a link to join your team.
  </Step>

  <Step title="They accept the invitation">
    The invited person clicks the link in their email, creates an ExpertMD account (if they do not have one), and joins your team.
  </Step>
</Steps>

<Frame caption="Invite Team Member form">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/doctors/invite-team-member.png" alt="Invite Team Member form" />
</Frame>

<Info>
  The number of team members you can invite depends on your subscription tier. See [Billing & Payouts](/doctors/billing-and-payouts) for subscription details.
</Info>

## Team member permissions

Team members can:

* View cases assigned to them
* Upload and view documents
* Add notes to cases
* View invoice status

Team members cannot:

* Create or send invoices
* Manage Stripe Connect settings
* Invite or remove other team members
* Change account settings

## Removing team members

To remove a team member:

1. Go to **Settings > Team**
2. Find the team member you want to remove
3. Click the **Remove** button next to their name
4. Confirm the removal

<Warning>
  Removing a team member immediately revokes their access to all cases and data. This action cannot be undone -- you would need to re-invite them if you want to restore access.
</Warning>

## Next steps

<CardGroup cols={2}>
  <Card title="Case Management" icon="folder-open" href="/doctors/case-management">
    Manage cases with your team
  </Card>

  <Card title="Referral Program" icon="gift" href="/doctors/referral-program">
    Earn commissions by referring colleagues
  </Card>
</CardGroup>
