How to Edit a Staff Member's Role

1. Navigate to Team & access.
2. Find the staff member in the Firm staff list.
3. Click their action menu (⋮).
4. Select 'Edit role' or 'Edit permissions'.
5. In the dialog, select the new role from the dropdown (e.g., Staff → Admin).
6. Click 'Save' — the role change takes effect immediately.
7. The new role badge appears in the Firm staff list.

💡 Good to Know: Role changes take effect on the staff member's next page load — notify them if their permissions have changed.

💡 Good to Know: Only Firm Owners can promote staff to Admin or Owner level.

→ Understanding Firm Roles and Permissions

→ Managing Team Members and Roles