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.
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 
or off 
.
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. |