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Mitratech Success Center

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:



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.

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