Overview

User roles and permissions control what features and actions a user can access. Roles and permissions are managed through the Employee record in the Directory.

Permissions determine what a user can view, edit, approve, or process. Always review changes carefully before saving. For detailed information on roles and further details on what access each role provides, refer to the Roles & Permissions user guide.

Quick Flow

• Navigate to Directory → Employees
• Select the Employee → Open profile
• Select Settings (cog) → View Permissions
• Update roles and permissions
• Save changes → Permissions take effect immediately

Step-by-Step Guide

Step 1 – Access Employee Record

• Navigate to Directory → Employees
• Locate and click on the user’s name to open their profile

This page displays contact info, role assignments, and system settings

Step 2 – Open Permission Settings

• Click Settings (cog) → View Permissions

This opens the permissions configuration screen for the selected user

Step 3 – Update Roles and Permissions

• Tick permissions to grant access
• Untick permissions to remove access

Important: Assign at least one role with the (System) tag. Without it, the user may not have access to essential system functionality

 Roles with the (System) tag provide baseline permissions required for the system

Step 4 – Save Changes

Review updates for accuracy

Click Save 

Changes take effect immediately

Best Practices/Important Notes

• Always ensure the user has at least one role with the (System) tag.
• Only assign permissions required for the user’s role to maintain security.
• Changes take effect immediately. incorrect permissions may unintentionally restrict access or grant excessive access.
• Users with the Access All Matters permission can view all matters regardless of matter-level restrictions. Assign this permission carefully and only where business requirements justify it.