How to change a firm user permissions
This article will guide you through changing a firm user's permissions in our DecisionVault. Currently, we have two user roles: Firm Admin users and Regular Firm users.
- Regular User - The user will have permission to view questionnaire responses and clients' documents.
- Firm Admin - The user will have permission to adjust firm settings, change questionnaire questions and administer users.
Follow these steps to change their permissions:
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Go to Settings > Firm > Users then click on Manage.
- From the Firm Users screen, click on the "Edit" option associated with the user.
- Select the role from the Change Permissions section and then click Save Permissions.
- After updating permissions, make sure to communicate the permission changes with the firm user clearly and inform them about the access they have been granted or removed.
Note: Granting more access requires careful consideration. Ensure the firm user needs the specific permissions you grant to avoid unauthorized changes to your workspace.
Frequently Asked Questions
What is the difference between a Regular user and a Firm Admin?
Regular users can view questionnaire responses and client documents. Firm Admins can also adjust firm settings, change questionnaire questions, and administer users.
Who can change a firm user's permissions?
A Firm Admin, since administering users requires admin permissions. The change is made under Settings > Firm > Users.