Who can manage users in Estateably?

User management actions such as inviting users, editing profiles, or deactivating users are available to users with administrative roles, including Organization Admin, Team Director, and Team Manager. Access may vary depending on the permissions assigned to your role.

How do I invite a new user?

The invited user receives an email invitation within a few minutes. Invitations remain active for 7 days. If an invitation expires, resend it from the Invitations Pending tab.

Why can't I invite a new user?

Your role may not include the necessary permissions. Contact your organization administrator, or ask a colleague with admin access to send the invitation.

How do I edit a user's information?

How do I deactivate a user?

The user can no longer log in to Estateably and no longer counts toward your plan's user limit.

Can I permanently delete a user?

Yes. A user must be deactivated first. After deactivation, return to the user's profile and click Delete to remove them completely from the account.

What are user roles in Estateably?

User roles determine what actions a user can perform. Common roles include Organization Admin, Team Director, Team Manager, and Team Member. Each role has its own set of permissions.

How do I change a user's role?

Can I customize permissions for roles?

Yes. Administrators can adjust permissions through Settings › Roles and Permissions. Select the role you want to edit and enable or disable specific permissions under Management and Files. Changes apply to all users assigned to that role.

What are teams in Estateably?

Teams allow organizations to group users by location, department, or jurisdiction. Teams help firms organize users and files more effectively, especially across multiple offices.

How do I create a team?

Can users belong to multiple teams?

Yes, depending on your organization's setup.

How are teams used within the platform?

Teams can be used to organize users by office or department, control access to templates or workflows, and manage case assignments and collaboration.

Who can create task templates?

Users with the Task Templates management permission can create and manage task templates. By default, this includes Organization Admin, Team Director, and Team Manager roles. Permissions can be adjusted per your organization's role configuration.

Can task templates be used across different file types?

No. Each template is limited to one file type (Estates, Trusts, or POAs), because each file type has different workflow phases.

Can multiple teams use the same task template?

Yes, if the template is configured to include those teams.

Can I use the same task template multiple times in a file?

Yes. A template can be inserted into a file as many times as needed.

What happens if a task template is deleted?

It cannot be added to new files. Existing files that already used the template are not affected.

Can I connect my email account to Estateably?

Yes. Users can connect their Gmail or Outlook account to send emails directly through the platform. Each user authenticates their own account after the organization administrator enables the integration.

What happens if I disconnect my email account?

You can no longer send emails through Estateably. Previously logged emails remain visible in the platform.

Where can I view invoices for my organization?

From there, you can view and open past invoices.

For more on roles and permissions, see Managing User Permissions. Contact [email protected] if you need additional help.