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  1. MyWorkpapers
  2. User access and permissions
  3. Adding and removing users

Adding and removing users

The MyWorkpapers User Access management module is used to add, remove and edit the roles of your staff members and other users such as Clients. Prior to commencement of a file, you must have added the required users to your MyWorkpapers account and assign them a role within the firm.

  • 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

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