Add your colleague's information and set them as a Builder

This wil send them an email to set up their account. They should click the link.

https://mylawfirm.gavel.io/user/register?invite_code=TjVPX06V3JpdReAA1TlNlf0M3fd9SzKD&external=True

This will take them to your account's sign in page, where they will need to insert the email address you assigned to them and create a password.

Then they will need to click "Create Account"

Voilà! They have accessed their new account!

Workflows
Bundles
Data Manager
Files
Integrations
Settings

Next up, you can share a workflow you've created with them. Click "Send Copy to Builders"

Select your colleague from the dropdown menu.

My colleague Jones (maddy+colleague@gavel.io)

Yes! You've sent a copy of this workflow to your colleague.

Your colleague will now see the option to add this workflow to their account.

Workflows
New Workflow
 Workflows Shared with Me
Guardian Ad Litem First Workflow
Sent by Maddy Example (maddy+example@gavel.io) today at 10:47 AM
Add to Workflows
Discard
 My Workflows (Builder Access)
Sample Intake Form
Edit
Run

Yes! They now have that workflow available to them! They can click "Run"

And start filling out the workflow. They now have a copy of the workflow you made earlier.

Add A Builder And Set Up Their Account