Understand firm roles and permissions
Check what you can do and who can change your access.
- 1 min read
- Who this is for: Law firms
- Last reviewed
Before you start
- Before you start
- An active firm membership.
- Who can do this
- A membership role applies to one firm, not other firms.
Steps
- Select the firm and open Team. Identify your role and title; a public title is different from working permissions.
- Recognize the displayed roles: Owner, Administrator, Profile manager, Administrative manager, Lawyer or Assistant. Each enables a different set of actions.
- Check section and action availability before editing or assigning work. Ask the Owner to review your membership if a required permission is missing.
Part 1 of 4