The Members panel lets case admins add and remove collaborators on a case. Each member gets either an Admin role with full control or an Editor role with standard access. Members must already belong to your organization before you can add them to a case.
Adding a case member
Use the search field at the top of the panel to find organization members not yet on the case. Select a member from the dropdown, then click Add. They appear immediately in the Current Collaborators list. Only members who've already joined your organization are available. To invite new members to your organization, go to Account Settings > Members.
Case member roles
Each case member has one of two roles:
- Admin - Full control over the case including all settings, member management, file uploads, redactions, Bates numbering, and exports.
- Editor - Standard access including file uploads, redactions, AI agent usage, and most settings. Editors cannot add or remove members.
The role is displayed next to each member's name in the collaborator list.
Removing a case member
Click the delete icon next to a collaborator's name to remove them from the case. They lose access immediately, but any files they uploaded or edits they made remain.
Current Collaborators list
The Current Collaborators section shows every member on the case along with their avatar, email address, name, and role. If no collaborators have been added, the panel displays an empty state message.
Plan requirements
Adding collaborators requires a plan that supports multiple team members. If your current plan doesn't include this feature, the panel displays an informational message with a prompt to upgrade.