Setting Up Roles & Permissions
Before you start
Who can do this?
Users whose roles grants firm settings / team management access — like Admin or Super Admin by default — can create or edit roles.
Once you click into Firm Settings → Roles, you're ready to adjust an existing role or create a new one.
123Click any numbered pin on the screenshot — or any card below — to explore that feature
Roles Tab
Click Roles along the top ribbon of Firm Settings to reach this screen.
Roles Library
System roles — Member, Admin, Super Admin — are default roles and can’t be deleted, though their permissions can still be edited.
+ Create Role
Start a brand-new custom role from scratch — covered further down this guide. You can create custom roles and add specific permissions.
Editing an existing role and creating a new one open the exact same permission builder — editing enables admins to adjust the permissions of a default role. Click the chevron next to any role, then Edit, to get here — or click + Create role to start from a blank one.
123Click any numbered pin on the screenshot — or any card below — to explore that feature
Name & Description
For system roles like Member, the name and description are locked, but you can still change permissions. Custom roles let you edit all three.
Adjust Permission Sets
Check or uncheck broad permission sets in Basic view, or switch to Advanced for control over individual actions.
Save Changes
Confirm the update. Changes apply immediately to every user currently assigned that role.
Same builder, blank slate
Creating a role opens the exact same permission builder as editing one — it just starts blank. Give it a name (e.g. Content Curator) and description, then check off the broad permission sets it needs; every new role starts with nothing granted. Want finer control? Switch to Advanced view to grant individual permissions instead of whole sets.
Heads up: There's no per-user override. Editing a role's permissions instantly changes access for every teammate assigned to it — double-check who holds a role before saving changes to it.
