System Role Permissions - Trust Accounting Administration

Owned by Annelies Gordon (Unlicensed)
Last updated: Sept 16, 2020 by Dakota Martin
1 min read

The System Role Permissions for Trust Accounting V3 are now easily visible to the Administrator. 

You can watch the below video or see the text beneath the video for more information on how to set Trust permissions.


Go to Admin > Trust Accounting > System role Permissions

 

 

To Edit: Click the   then    and the full list of options will appear :

Just click on the tick to give or remove permission to each of the options. A green tick  will show that the user has permission for that item. A grey tick  will mean they do not.