User Management

Who has access to your firm’s Laminar, what they can do, and how they’re organized into teams. All of it lives under Settings > Users and Settings > Teams.

Inviting Users

1. Go to Settings > Users
2. Select Invite User
3. Enter their email address and choose a role
4. They receive an email invitation to join

Pending invitations are listed alongside active users, and you can resend or cancel an invitation that hasn’t been accepted yet.

Roles

Every user is either an Administrator or a Member.

Administrators manage the firm: users and invitations, workflows, and organization settings. They can also do everything members can.

Members do the daily work: creating and managing matters, tasks, and the rest of the practice workload.

Roles are deliberately coarse. The finer-grained “who can do what” comes from composition, not job titles: team membership, Responsible Lawyer designations, approval delegates, and assignment capabilities together determine what each person can actually do. Your paralegal can hold real responsibility without pretending to be a “Lawyer” in a dropdown.

Changing Roles and Deactivating

From the user list, you can change a user’s role or deactivate them. Deactivated users can’t sign in but their history stays intact: every task they completed and note they wrote remains attributed to them. Reactivate them anytime. You can’t deactivate yourself, which prevents the classic “locked the keys in the car” moment.

When someone leaves, deactivate their account and reassign their open matters and tasks; nothing is lost, and the audit trail stays honest.

Teams

Teams organize users into working groups: “Residential West,” “Accounting,” “Title Team.” A team has a name, a team lead, and members.

Teams do two jobs in Laminar:

They can be assigned work. A matter or task assigned to a team sits in the team’s shared view until someone picks it up or the lead hands it out. If the lead changes, existing assignments stay with the team; the new lead inherits them.

They fulfill orders. Fulfillment configuration routes typed work items (trust receipts, title pulls) to the team that handles them, and the team works its queue in Service Channels.

Related Access Controls

Three quieter settings round out the picture:

Assignment capabilities control who may be assigned which kinds of work (matters, tasks, trust transactions). Useful when only certain people should ever hold certain work.

Delegate access lets one user view another’s work: the classic use is an assistant keeping an eye on a lawyer’s queue.

Approval delegates authorize named users to approve trust expenditures on a lawyer’s behalf, without limit or up to a dollar cap. Configured once, they apply on every matter where that lawyer is the Responsible Lawyer.