Roles and permissions
Define what each role can do, then assign it to a person within a named area. Editing a role changes permissions for everyone assigned that role.
AccountantWidest area: Engagement · 7 permissions
Read, Search, Edit, Claim, Clarify, Communicate, Log time
Edit permissions
CRMWidest area: Firm · 4 permissions
Read, Search, Edit, Communicate
Edit permissions
Department leadWidest area: Department · 13 permissions
Read, Search, Edit, Claim, Clarify, Escalate, Approve, Reject, Bulk approve, Communicate, Assign work, Log time, View capacity
Edit permissions
Firm administratorWidest area: Firm · 24 permissions
Read, Search, Edit, Claim, Clarify, Escalate, Approve, Reject, Bulk approve, Release, Communicate, Export audit pack, Configure agent, Manage people, Manage firm settings, Manage departments, Manage obligation rules, Assign work, Log time, View capacity, View fees, Manage fees, Accept engagement, Sign engagement letter
Edit permissions
Firm ownerWidest area: Firm · 27 permissions
Read, Claim, Edit, Clarify, Escalate, Approve, Reject, Bulk approve, Release, Communicate, Search, Verify tax rule, Export audit pack, Configure agent, Manage people, Manage firm settings, View reports, Manage portal access, Manage departments, Manage obligation rules, Assign work, Log time, View capacity, View fees, Manage fees, Accept engagement, Sign engagement letter
Edit permissions
JuniorWidest area: Engagement · 5 permissions
Read, Search, Claim, Edit, Log time
Edit permissions
PartnerWidest area: Department · 18 permissions
Read, Search, Edit, Claim, Clarify, Escalate, Approve, Reject, Bulk approve, Release, Communicate, Assign work, Log time, View capacity, View fees, Manage fees, Accept engagement, Sign engagement letter
Edit permissions
Read onlyWidest area: Firm · 2 permissions
Read, Search
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ReviewerWidest area: Engagement · 6 permissions
Read, Search, Approve, Reject, Clarify, Communicate
Edit permissions
SeniorWidest area: Engagement · 9 permissions
Read, Search, Edit, Claim, Clarify, Escalate, Approve, Communicate, Log time
Edit permissions
SupportWidest area: Firm · 2 permissions
Read, Search
Edit permissions
ValidatorWidest area: Firm · 3 permissions
Read, Search, Verify tax rule