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,
2. Then, select 'Manage Role Permissions'.
3. From the 'Role Management' page, select '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 right-hand side of the screen. When you're finished, select 'Save'.
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.'
