Using the Firm Roles Window
You can assign roles to the selected template from the Firm Roles window. The roles that are available here must first be set up at the firm level.
- The available grid, on the top, lists the firm roles not yet assigned to the template. Select a role and click
to add it to the template. Click
to add all the listed roles to the template.
- The selected grid, on the bottom, lists the roles you have selected to add to the template. To remove a role from this list, select the role and click
. You can also click
to remove all the roles from this list.
Click OK to assign the selected roles to the template.