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  1. MyWorkpapers
  2. User access and permissions
  3. Roles and Permissions

Roles and Permissions

Within MyWorkpapers you are able to restrict access to an array of features, functions and information through the Roles and Permissions module. The Roles and Permissions module is a role based access restrictions tool allowing you to set which roles within the firm are able to access the various features and functions. The Roles and Permissions module also allows you to add your own custom roles, providing you with a flexible and customisable list of roles for your firm.

  • How do Roles and Permissions work & how to access them
  • Editing Permissions
  • Engagement file permission override
  • Adding & Editing custom role types

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