Editing a File Management Role

If needed, the firm administrator can use the procedure below to edit custom file management roles A designation that specifies the file-related tasks that a user has permission to perform. your firm has created.

Note: The five predefined file management roles that are provided as part of Portal are not editable. They also cannot be deleted. See About File Management Roles for more information.

To edit a 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. Select the check box for the role you want to edit.
4. Click Edit.
5. Enter or edit the role name.
6. Enter or edit the role description.
7. 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.

8. Click Save.
9. Click OK.