Settings security roles
You may not see some of these settings, as they may not be relevant to your firm.
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With this role users can access and edit all the Contacts settings as identified in the screen shot below.
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With this role users can edit the settings that govern the Documents module.
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With this role users can perform tasks in a number of areas:
- Firm Details - users can edit the firm details that were entered during the setup process.
- Firm Filtering & Group Settings - users can set up custom groups and filtering options to assign to contacts. This is applicable to firms that have the Practice Manager module.
- Dashboard Content - users can add and edit content on the dashboard.
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With this role users can access and edit the settings for the integration with Xero software.
Go back to theAssign profiles and security roles to user accounts page.