Roles can be modified according to your team's needs. By default, the roles and their permissions are listed below.
Administrator: Full system-wide access and configuration management. Administrators may also make modifications to the Subscription, so only assign this role when it's absolutely necessary
Manager - Elevated, access - All team cases, dashboard (except financials), shared calendar, and contacts.
Staff: Limited access- all cases, shared calendar, and contacts.
Agent - Limited access - assigned cases, client billing, immigration forms, and shared calendar only.
Accountant: Limited access- client accounting and reconciliation module only.
Client: Client portal access only.
An administrator from your team can edit and modify your team's roles and access by going to Settings > Permissions. They also have the option to edit user-specific access.
