|Here is the user guide article
I also include a step-by-step guide here:
Step 1: Go to the Team Management
Step 2: Click Team Profiles and Team Accounts
Step 3: Click + Create and enter the name and email
For the account role here, I recommend creating the account as the Attorney and Admin. (Attorney account here is just an account type in the program. It has nothing to do with the actual role in the firm)
Admin account: He/she can create cases and work on all cases within your firm. He/she can change system settings.
Attorney/staff account : He/she can create cases and work on all cases within your firm. He/she cannot change system settings.
Contractor : He/she cannot create cases and can only work on cases that are assigned to the account. He/she cannot change system settings.