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.

Inviting team members

1. Click Invite Team Member

   On the Team settings page, click the Invite Team Member button.

2. 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.

3. 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.

The number of team members you can invite depends on your subscription tier. See Billing & Payouts for subscription details.

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

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.

Next steps

Case Management

Manage cases with your team

Referral Program

Earn commissions by referring colleagues