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User access and permissions

User access and permissions

Learn how to add, edit, delete or suspend users and how to add users to an engagement team

Adding and removing users

Creating Read-Only Users
Opening User Access
Creating new Staff users
Editing roles of staff members
Suspending, deleting, and activating Users
Creating new Client users

Roles and Permissions

How the Roles and Permissions module works
Accessing the Roles and Permissions module
Example Roles and Permissions layout
Editing Permissions
Engagement file permission override
Adding custom role types

See all 7 articles

Changing Access for External Users

Assigning and removing file access for Read-only users
Assigning and removing Client Access for users

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