To add/edit a user’s roles you first will need to be the Firm Administrator of the account.
- Click on the Orange Actions tab in the upper right hand corner, then select Firm Users. This will bring up all the users within your firm
- Select the appropriate user’s name you wish to edit and their information will populate in another box below
- Select the role or roles that you would like to assign to the user then click on Save Changes on the lower right hand side of the screen.