Role 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. Select 'Settings' from the left-hand navigation panel,
![](https://media.screensteps.com/image_assets/assets/005/167/201/original/780109d9-12e0-476f-9c19-93065f61428c.png)
2. Then, select 'Manage Role Permissions'.
![](https://media.screensteps.com/image_assets/assets/005/167/203/original/16cb9ab8-78d4-4eaf-8579-b0ec42f73c8b.png)
3. From the 'Role Management' page, select 'Of counsel'.
![](https://media.screensteps.com/image_assets/assets/005/167/205/original/231863ad-885c-4dab-ae8b-779b895d4dcd.png)
4. Click on the '+' sign next to each category to expand the screen.
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5. Turn on the desired permissions in each category by clicking the toggle switch on the right-hand side of the screen. When you're finished, select 'Save'.
![](https://media.screensteps.com/image_assets/assets/005/167/207/original/98135e23-89a5-4ead-b754-802737ebf7f8.png)
6. Once you have chosen the desired permissions for each category, select 'Assigned Users'. Toggle the user you wish to make 'Of Counsel' and click 'Save.'
![](https://media.screensteps.com/image_assets/assets/005/167/209/original/b70eff84-1248-4479-88fa-71db5244cbd9.png)