Collaboration

Inviting team members, managing roles, and collaborating within a Team organization in Vertex.

Team organizations in Vertex allow multiple users to work together on cases, share documents, and manage workloads. This page covers how to invite members and collaborate within your organization.

Inviting Members

After creating a Team organization, you can invite colleagues by email. The invite flow is available during organization setup and from the admin panel at any time.

How to Invite

1. Navigate to Admin → Users in the sidebar, or use the invite page after creating a new Team organization
2. Enter the email address of the person you want to invite
3. Select a role — Member, Billing, Admin, or Guest
4. Click Add Member to add them to the invite list
5. Review your list and click Send Invitations

You can add multiple people at once before sending. Each person receives an email invitation to join your organization.

Invite Roles

When inviting, you assign an initial organization role:

Role	What they can do
Admin	Manage team, settings, and all cases
Billing	View members and billing information
Member	Create and work on assigned cases
Guest	View-only access to assigned cases

Roles can be changed later by an Admin or Owner from the member management page.

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Personal vs Team Organizations

Not all organizations support collaboration. Here's how they differ:

	Personal	Team
Members	1 (owner only)	2–20+ depending on plan
Invitations	Not available	Available
Shared cases	No	Yes
Role-based access	No	Yes
File sharing	No	Yes

If you're on a Personal organization and need to collaborate, you can create a new Team organization and invite your colleagues there.

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Managing Members

Once members have joined, Admins and Owners can manage the team from Admin → Users:

• View all members — see everyone with their current role
• Change roles — promote or demote members as needed
• Remove members — revoke access immediately

What Happens When a Member Is Removed

• All their case assignments and bookmarks are deleted
• File access they held is transferred to the admin who removed them
• They lose access to the organization immediately

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Plan Limits

Each Team plan has a maximum number of members:

Plan	Members
Starter	Up to 5
Pro	Up to 20
Enterprise	Unlimited

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Related

• User Roles & Permissions — detailed breakdown of what each role can do
• Organizations Overview — organization types, settings, and limits