Assign member engagement permissions to user groups

Follow these steps to configure permissions related to the Assigned Members Only feature:

Select FileRoom
, Admin
, Users
, then User Group Management
.

Select Edit

next to the group you want to assign permissions.

On the Permissions column, go to the Firm Staff
dropdown and select Select
to open the permissions menu.

Under User Groups, select the permissions to assign to this user group.

Permission	Description
Can be an Owner	Allows user to be selected as an owner of a client. Determines whether users assigned to this group should appear in the Owner dropdown in Client Management .
Allow access to the FileRoom	Allows access to both FileRoom and PBFX. This permission is selected by default.
Assign New Owner to	Allows users assigned to this group to assign a new owner to a client using the Owner drop-down on the Client Management screen. Select from the following options: Any Client - Users can assign a new owner to any client in the firm. Client they have access to - Users can only assign new owners if they have access to the client (via Assigned Members, Office Location, or 7216 Consent).
Assign Members to	Allows users assigned to this group to add or remove members to a Member Engagement Team in a client’s profile. Select from the following options: Any Client - Users can add or remove members from any client in the firm. Client they have access to - Users can only assign new owners if they have access to the client (via Assigned Members, Office Location, or 7216 Consent).

Select Save
to save changes to the Permissions settings.

Select the Save
icon

to save all changes to the group.

This article applies to: