Inviting team members

Multi-user support is included in every LodgeHQ subscription. Add as many team members as you need — there are no per-seat charges.

1. Open the Team tab

In the sidebar → Settings → Team & Integrations. You'll see your current firm members.

2. Invite a user

1. Click Invite User.
2. Enter their email address.
3. Pick a role: Admin, Agent, or Clerk.
4. Send the invite — they get a signup link valid for 7 days.

What each role can do

• Admin — full access to every client in the firm, plus Settings, Billing, and Team management.
• Agent — sees only the clients assigned to them. No access to firm-wide settings or billing.
• Clerk — view-only on assigned client matters. Cannot edit, invoice, or submit.