Rocket Matter Knowledge Base SettingsRM Permissions: How to set 'Of Counsel' permissions for a user.

RM Permissions: How to set 'Of Counsel' permissions for a user.

Our fluid permissions allow you to create roles for any type of user. By default, your account will have a few standard roles available for use, which you can edit in order to achieve the exact permissions you desire.

1. Click on 'Settings' from the left-hand navigation panel,

2. Under the 'Users' section, click on 'Manage Role Permissions'.

3. From Role Management, click on 'Of counsel'.

4. Click on the '+' sign next to each category to expand the screen.

5. Turn on the desired permissions in each category by clicking the toggle switch on the far right. Click 'Save' when complete.

6. Once you have chosen the desired permissions for each category, click on 'Assigned Users'. Toggle the user you wish to make 'Of Counsel' and click 'Save.'