Can multiple people in my firm share one account?

Summary

 This article explains how firms can set up shared access to a single account on https://shop.aiacontracts.com using Catina’s multi-user system, allowing individual logins under one subscription and outlining the roles and permissions available for team members.

 

Yes, multiple people in your firm can share access to a single account on https://shop.aiacontracts.com

Multi-User Access via Catina 

  • Administrator Role: One person in the firm acts as the account administrator. This person can:
    • Add and manage users
    • Assign permissions

       

  • User Accounts: Each team member gets their own login under the firm’s main subscription. This allows:
    • Individual editing and document tracking
    • Role-based access to specific projects or templates
    • Shared access to firm-wide resources like templates and contacts
  • Role Summary
    Billing Admin Handles payments, invoices, and subscription settings.
    Admin Full access to manage users, documents, and account settings.
    Non-User Admin Manages users and settings but doesn’t create or edit documents.
    Standard User Can create and edit documents but can’t manage users or billing.
  • FAQs:
    Can multiple people in my firm use one account?
    Yes, Catina supports multi-user access with individual logins under one firm subscription.
  • What roles are available for team members?
    Roles include billing admin, admin, non-user admin, and standard user, each with different permissions.
  • How do I add users to my firm’s account?
    The account administrator can add and manage users through the Subscription Management section.
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