Workspace & members
Workspace settings
1 Open Settings → General
Click Settings in the sidebar. The General tab is open by default.
2 Update workspace name
Enter your firm name in Workspace Name. This name appears on invoice PDFs and in team invitation messages. Click Save.
Managing members
1 Open the Members tab
In Settings, click the Members tab.
nyayx.com/dashboard/settings?tab=members

Members tab — current members and pending invitations
2 Invite a new member
Click Invite Member. Enter their phone number and select a role:
- Admin — full access including billing, member management, and workspace settings
- Member — can create and edit all case data; cannot manage members or billing
- Viewer — read-only access to all cases and hearings
3 Manage existing members
Click the three-dot menu (⋮) next to any member to:
- Change their role
- Remove them from the workspace
You cannot remove yourself or the workspace owner.