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Firm membership controls access to tenant data and administrative settings.

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Roles

NeuDocs enforces role checks on the server. Hiding a button is not the security boundary.

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Invite a teammate

From Team, enter the person’s work email and choose the least-privileged suitable role. The recipient accepts through the invitation link and completes account security requirements.

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Change or remove access

Authorized administrators can change roles, revoke pending invitations, disable or remove memberships, and trigger appropriate recovery actions. Changes are audited.

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MFA and recovery

Every staff member should enroll MFA and store recovery codes safely. If access is lost, use the documented recovery flow or contact an authorized administrator. Never ask a teammate to share their authenticator code or recovery code.
Remove departing staff promptly and rotate any shared external credentials they could access.