Team members

Team members are the users who can access your Slant book. Add team members to collaborate on client management, delegate tasks, and share workload.

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View team members

The team list shows:

• Name — User’s display name
• Email — Their account email
• Role — Permission level (Admin, Member, etc.)
• Status — Active or pending invitation

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Invite team members

The invited user receives an email with instructions to join.

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Pending invitations

View and manage pending invites:

• Resend — Send the invitation email again
• Cancel — Revoke an invitation before it’s accepted
• Expiration — Invitations expire after a set period

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Roles and permissions

Team members have different access levels: See Permissions for detailed role descriptions.

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Change a user’s role

Note: Only admins can change roles. The book principal’s role cannot be changed.

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Remove team members

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What happens when someone is removed

• They immediately lose access to the book
• Tasks assigned to them remain (can be reassigned)
• Notes and activities they created remain
• Their user account continues to exist (just without book access)

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Reassign their work

After removing someone, consider:

• Reassigning their open tasks
• Updating workflow assignments
• Reviewing any pending items they owned

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User profiles

Each team member has a profile that affects their Slant experience:

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Profile information

• Name — Display name in Slant
• Email — Account email (used for notifications)
• Avatar — Profile picture

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User-specific settings

Each user manages their own:

• Notification preferences
• Email signature (via integration)
• Default views and layouts

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Multiple books

If your firm has multiple books:

• Users can be members of multiple books
• Roles may differ per book
• Switching between books is available in the header

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Add someone to another book

The admin of each book must invite users separately. Being a member of one book doesn’t grant access to others.

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Team size and limits

Team member limits depend on your plan: Contact sales if you need more team members than your plan allows.

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Best practices

Use meaningful roles. Match permissions to actual job responsibilities. Don’t give everyone admin access. Clean up departures promptly. Remove access when team members leave to maintain security. Document responsibilities. Keep track of who handles what, especially for task assignments and workflow ownership.

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Troubleshooting

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Invitation not received

Causes:

• Email went to spam
• Typo in email address
• User already has an account with different email

Fix: Check spam, verify email address, resend invitation.

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Can’t change someone’s role

Causes:

• You don’t have admin permissions
• Trying to change the principal’s role (not allowed)

Fix: Ask an admin to make the change, or contact support.

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User can’t access the book

Causes:

• Invitation not accepted
• Account deactivated
• Different email used to log in

Fix: Verify invitation status, check login email, resend invite if needed.

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Next steps