Creating File Management Roles

If needed, the firm administrator can create custom file management roles A designation that specifies the file-related tasks that a user has permission to perform.. Custom roles will only be available for firm users. Portal users are limited to the five predefined roles provided with Portal. See About File Management Roles for more information about roles.

To create a new role, do the following:

1. After logging in to your portal, click the Administration tab on the navigation panel.
2. Select Security and Permissions > File Management Roles. A grid listing the existing roles displays.
3. Click Create

Note: You can also create a new role by copying an existing role if needed.

4. Enter or edit the role name.
5. Enter or edit the role description.
6. In the Functional Rights section, set the rights for the role. You can select options for individual functional rights, or you can click Grant All or Deny All to set options for all the available rights at one time. Any right identified as Not Applicable is a default setting and cannot be changed.
   • Undefined. Select this option to neither assign nor disallow a functional right. When you leave a right undefined, individual users will inherit the rights that have been defined for them elsewhere, if any.
   • Grant. Select to give users access to this functional right.
   • Never allow. Select to deny users access to this functional right.

   Note: See Functional Rights Explained for descriptions of the functional rights that are available.

7. Click Save.
8. Click OK.