Manage roles and permissions
Configure role permissions and understand what each permission allows users to do.
Control what members of your firm can view and manage by configuring roles and permissions.
Review permission details
- Open Settings.
- Select Roles.
- Open an existing role or create a role.
- Review the explanation shown for each permission before enabling or disabling it.
Each permission now explains what users with that permission can do. Use these explanations to match access to each person's responsibilities.
Role and permission changes take effect immediately. Users do not need to reload the page for updated access to apply in their current session.
Update a role
Open Settings, then select Roles.
Select the role you want to change.
Review the permission details and adjust the permissions needed for the role.
Save the role and confirm that the updated permissions are correct.