Planned — not available today
Invite by email
Intended for smaller teams and firms using more than one email domain. A future dashboard flow will let an admin send and track invitations.
Workspace admin guide
Roll Vericode out to your team in an afternoon
A short, honest checklist for practice managers: get staff added, choose clear responsibilities, and send the setup note.
Allow one afternoon
Step 1
Ask support to add your staff
The path that works today
Team invitations are not available in the current dashboard. Email [email protected] with each staff member’s work email and requested role. Vericode support will add them to your workspace, then confirm when they can sign in.
Planned — not available today
Verified domain and auto-join
Intended for firms that want colleagues on an approved company domain to join automatically. Domain verification and auto-join controls are not shipped.
Step 2
Give each person the right responsibility
Owner
One accountable person with billing and full workspace control. Keep this with a principal or practice owner.
Admin
Runs day-to-day workspace administration. Choose a practice manager or senior operations lead.
Compliance Officer
Reviews failed or flagged verifications and exports audit evidence. An Owner can nominate one existing member from Team settings today.
Member
Uses Vericode for caller verification without managing the workspace.
A sensible small-firm setup
Keep one Owner. Give Admin to the person who runs office operations. Nominate a principal, risk lead, or AML/CTF lead as Compliance Officer so review work has a named owner. Everyone else can be a Member.
Current limitation: only the Owner’s Compliance Officer nomination is self-service today. Ask support to make other membership or role changes.
Screenshot placeholder — shipped flow
Owner view of Team settings → Compliance officer nomination
Step 3
Check the included seats
A seat is a person added to your workspace. Pending email invitations do not count today because self-service invitations are not yet available. The product’s plan tiers include these seat quantities; the public pricing page may show a current launch offer instead.
1
Solo
3
Starter
10
Team
25
Business
100
Scale
If you go over
Exceeding the included seat quantity does not automatically block staff, show an upgrade prompt, or change your plan today. Contact [email protected] before you scale past your tier so billing can be checked and trued up.
Step 4
Send this to staff
We’re introducing Vericode for caller verification. Before acting on a sensitive request, select the phone number already in our records, choose “Verify with Vericode”, and ask the caller to read back the SMS code. Once support confirms your access, sign in with your work account, complete the 10-minute Sidekick setup, and send a safe test to yourself. Please finish before [date]. If a check fails or anything feels wrong, stop and follow our escalation procedure.
When someone leaves
Email support to revoke access
Self-service member removal and deactivation are not built. Email [email protected] with the person’s work email and required removal time. Use the staff lifecycle guide for the full access, matter-handover, and audit checklist.
Full staff lifecycle runbook Individual quickstartVerification audit trailRoles and seat tiers checked 19 July 2026