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Swap Assignments

In Reset Permissions, the user's profile can be changed to a set profile that has predetermined application and matter permissions. The objective of a permission profile is to provide the user with a set of "templates" that can apply to personnel records so permissions do not have to be individually adjusted. This profiles are created and managed by your site administrator in the Application Administration settings.

To reset an individual's profile permissions, click Reset Permissions from within a Legal team member's profile on the right sidebar.

Important Note: This option removes all of the user's existing permissions and resets them to match those of the selected profile. You may have to remove or add individual permissions from the permissions tabs after running this function. 

Reset Permissions Link

Select a profile from the drop-down menu, then click Reset.

Set Default Profile

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