Managing File Management Roles

File management roles are managed on the File Management Roles window. This window is accessed by selecting Security and Permissions > File Administration roles on the Administration tab in Portal. The management tasks that can be initiated from this window include:

• Creating a file management role
• Copying a file management role
• Editing a file management role
• Deleting a file management role

Tell me about the columns on the List of File Management Roles Grid.

Column	Description
	Check box used to select specific roles that you want to edit, copy, or delete.
File Management Role	The name of the file management role. A minimum of four default roles is listed. If your firm has created other file management roles, they are also listed here.
Created By	The email address of the person who created this role.
Created On	The date the role was added to the portal.
Modified By	The email address of the person who last modified this role.
Modified On	The date the role was last modified.