Each team member has their own account. Shared logins create weak audit trails and make offboarding harder.
The Users settings page is hidden during the current launch period. Team access
still stays role-based and account-specific, but user additions, removals, and
role changes run through the Pete support channel provided to the firm.
Firm access uses three roles:
- Owner: full firm control, including owner-only settings and team access.
- Admin: operational firm lead for case administration, without owner-only firm settings or billing control.
- Member: scoped case access without firm management, settings, or billing control.
These are access levels, not a non-attorney workflow model. The always-on case brain handles operational case work inside the product, and only attorney-owned decisions, signatures, approvals, substantive answers, final filing, or configured approval gates escalate.
Who to invite
Invite the people who need direct access:
- Attorneys handling strategy, exceptions, signatures, filings, and final work-product decisions.
- Firm owners who manage setup, billing, and team access.
- Approved firm users who must upload source material, manage firm operations, or handle account administration under the firm’s policies.
Keep the first group small while the firm proves the workflow.
Access discipline
Give each person the least access needed for their work. Remove access when a person leaves the firm or no longer needs access. Archived team members lose access, and their existing case assignments stay in place unless the owner chooses to reassign active cases during removal. Unarchiving restores the member’s firm access.
Owners control firm administration. Attorneys control case judgment and final work product. Approved non-owner users receive only the case or firm access needed for the tasks the firm permits them to perform.
Before adding users
Confirm the firm profile, workspace name, and approved communication practices. If the firm will use sensitive client, claimant, veteran, medical, disability, or benefits records in Pete, make sure the right internal policies and vendor reviews are complete first. Last modified on August 12, 2026
