To change a staff member’s details or level of access, click > ‘Settings’.
Click > ‘Staff’.
Click > ‘Edit’ on the relevant staff member.
Tick the ‘tick boxes’ on the following page as required:
- Can this member of staff login?
- Is this member of staff a fee earner?
- Is this member of staff an administrator?
You will also be able to edit the personal details, username and email of the staff member.
When finished, click > ‘Save’.
This section also gives you the capability of deleting a staff member, if necessary.