Turning on team modeTeam mode adds the shared tools: teammates, work assignment, and a record of who did what. It is a switch you flip when you want it.Inviting teammatesSend an invitation by email. They create their own account and land in your firm.Owners and membersTwo roles. The owner runs the firm. Members do the work. Here is exactly where the line falls.Roles and permissionsRoles are bundles of permissions you name yourself. Every switch grants — none of them takes anything away — and owners sit outside the whole system.Assigning work and seeing who did whatGive an engagement or a client an owner so the team knows whose desk it is on, and check the activity log when you need to know what happened.