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MyWorkpapers
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 do Roles and Permissions work & how to access them
Editing Permissions
Engagement file permission override
Adding & Editing custom role types
Changing Access for External Users
Assigning and removing file access for Read-only users
Assigning and removing Client Access for users
