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External Organization Vendor

Organization admin with team member management

📱
9:42

Organization Invitation

You've been invited as an organization vendor admin

IG
National Westminster Bank
Financial Advisory Firm
Your Organization Acme Legal Partners
Contact Person Emma Thompson
Your Role Vendor Admin
Type Organization Vendor
Admin Privileges
Invite team members
Manage organization profile
View team activity

Organization Profile

Step 1 of 2: Organization Details

Team members must use this domain

Acme Legal Partners

ADMIN

Welcome, Sarah Anderson

Team Overview
3
Active Members
12
This Week

Team Members

SA
Sarah Anderson
sarah.a@acmelegal.com
ADMIN
MP
Michael Peters
michael.p@acmelegal.com
ACTIVE
LC
Lisa Chen
lisa.c@acmelegal.com
ACTIVE

Invite Team Member

Team members must use an @acmelegal.com email address and will receive the same L1 (Basic) onboarding level.
Invitation Settings
Onboarding Level L1 (Basic)
Valid Duration 48 hours
Device Binding Required

Invitation Sent!

David will receive an email to join your team

TEAM MEMBER VIEW
AL
Join Acme Legal Partners
Invited by Sarah Anderson
As a team member, not admin

Next Steps

Email Sent
david.j@acmelegal.com
2
Member Accepts
They'll complete their profile
3
Device Binding
L1 passkey registration
4
Ready to Work
Member can respond to requests
☰ UnDoubt

Welcome, David

Acme Legal Partners

Today's Activity 2
Verifications 1 completed
Pending 1 awaiting

Quick Actions

Recent Verifications

The NatWest Group
Due diligence check
3h ago
The NatWest Group
Contract review request
Pending