During staff members' careers at the firm, they are likely to change roles over time. Accordingly, such changes should be reflected in the Staff List to update their sign-off details and access permissions.
To edit the role of a staff member in the Staff List is easy, by using the following steps:
Access the User Access section;
Identify the staff member whose Role you want to edit;
Click on the dropdown menu against the staff member's name and select the appropriate role for the staff member;
Note: Changes are saved automatically, but permissions will not update on files that are already created.
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