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ObituaryMonitorObituaryMonitor
  • Help center

    • Overview
    • Video tutorials
    • Contact support
  • Step-by-Step Tutorials

    • Tutorial: Your Dashboard Explained
    • Tutorial: Creating Your First Watch
    • Tutorial: Reviewing and Confirming Matches
    • Tutorial: Generating PDF Audit Reports
    • Tutorial: Setting Up Notifications
    • Tutorial: Case Management (Professional)
    • Tutorial: Bulk Import & Export (Professional)
    • Tutorial: Team Management (Professional)
    • Tutorial: Custom Branding (Professional)
  • Getting Started

    • What is ObituaryMonitor?
    • Setting Up Your Account
    • Choosing the Right Plan
  • Integrations

    • Integrations Overview
    • Connecting Your Clio Account
    • Importing Clio Matters as Watches
    • How Clio Sync Works
    • Clio Integration Troubleshooting
    • Connecting MyCase
    • Syncing Time Entries
    • Linking Cases to Matters
  • Managing Watches

    • Adding a New Watch
    • Editing a Watch
    • Watch Statuses Explained
    • Why Location Matters
  • Understanding Matches

    • How Matching Works
    • Confidence Scores Explained
    • Confirming vs Dismissing Matches
  • Notifications & Alerts

    • Notification Channels
    • Troubleshooting Email Delivery
    • Setting Up SMS Alerts
  • Account & Billing

    • Upgrading Your Plan
    • Updating Payment Method
    • Canceling Your Subscription
  • Privacy & Security

    • Watch List Privacy
    • Data Protection
  • Cases & Matters

    • Case Management Overview
    • Creating a Case
    • Case Reports & Export
  • Professional Features

    • Activity Logs
    • Bulk Import & Export
    • Team Management
    • Custom Branding
  • Getting Help

    • Support Ticket Types
    • Response Times
  1. Knowledge base
  2. Professional Features
  3. Team Management

Professional Features

Team Management

Invite team members

Last updated February 25, 2026

Team Management

Collaborate with your team.


User Roles

RoleCan ViewCan EditBilling
Full AccessAllAllNo
Read OnlyAllNoneNo

Inviting Members

Invite dialog
Invite dialog
  1. Go to Team Management
  2. Click "Invite Member"
  3. Enter email and name
  4. Select access level
  5. Send invitation

Managing Team

  • View all team members
  • Change roles
  • Remove team members
  • See last active date
  • Track activity

Security

Team members cannot access:

  • Billing information
  • Subscription settings
  • Account owner settings

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Obituaries

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ObituaryMonitor

Obituaries

Monitored 24/7

Save watches for free
No credit card required
Cancel anytime
Get startedWatch a Demo

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