Permissions and Security
If you have the rights to alter permissions and security settings for a staff member, you can do so by clicking the icon next to an individual's name on the Our Staff page.
Permissions allow the individual to add invoices, budgets, rate cards, or reports to matter records.
Select the desired permissions by clicking the checkboxes, then click Save.
To change the individual's user name and password, or release the individual from all associated matters, type a new username and password into the corresponding text boxes. Click Set; the individual is notified via email to use their one-time use password within 48 hours to reset their information.
To release an individual from all associated matter records, type "Yes" into the bottom text box, then click Release.