Editing roles of staff members

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:

  1. Access the User Access section; mceclip0.png

  2. Identify the staff member whose Role you want to edit;


  3. 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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