Edit Record & Permissions

Edit a key person's profile information or permissions.

To edit a key person's profile information or permissions, click the Edit Record & Permissions hyperlink in the profile sidebar.

Edit Record & Permissions Link

Change the individual's name, address, and contact information by typing directly into the text boxes or making a selection from the drop-down menu.

Use the toggle switches on the right to turn a permission on green switch or off red switch .

Edit Key Personnel Profile

Permission Options:

Switch	Function
Read Only	Access matter records in read-only format; cannot make changes.
Report Access	Access to the Reporting Module.
Add Documents	Access and add documents to the Documents Module and to a matter record.
Access to Finance Tab	Access to the Finance Module.