Permissions & Users Setup
Adding your team, assigning role levels, and managing access.
Adding a user
1. Open Firm Setup, then click + Add User under Permissions & Users.
2. Enter their name, email, role level, and branch.
3. Confirm. An invitation is sent to the email address provided.
Changing or removing a user
Use the actions menu on a user's row in the Users table to edit their role, branch, or active status; resend their invite; or remove them entirely.
Checking role permissions
The Permissions Reference panel, alongside the Users table, has one button per role level. Selecting a level shows a plain-English description of what that role can do, then expands into a full module-by-module breakdown.
How to access: Firm Setup, then Permissions & Users.