EncorEstate Plans

<a href="https://help.encorestateplans.com/en/articles/8551615-part-3b-firm-admin-users-getting-started">Here is an article</a> that helps the firm admin understand more of their login capabilites.

Adding more Users

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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