Every person at your firm holds one role. A role is a set of switches that an admin has turned on or off. A new firm starts with two roles, Admin and Member.
Admin holds every switch. It also holds the powers below, which are not switches and which no other role can have.
- Changing your firm's settings: the Contact & display, Firm logo and Consent renewals cards in Settings.
- Managing the team: inviting colleagues, changing roles, adding and editing roles, disabling people and resetting a colleague's two-factor.
- Downloading the client list.
- Downloading the audit trail as a file.
- Downloading anything from the Export your data card, the evidence included.
Admin cannot be edited, renamed or removed. The Roles card on Team shows it as Everything, fixed. A firm always keeps at least one admin.
Member is the role an invitation offers first. It starts with six switches on:
- See requests, clients and documents
- Create and send requests
- Save and edit templates
- Export one person’s data
- Correct a person’s details
- Answer rights requests
Six switches start off for Member: See the retention queue, Decide retention cases and renewals, Withdraw consent, end a relationship, erase a person, See the audit trail, Record and handle breach incidents and Plan & billing. An admin can turn any of them on. An admin can also change what Member holds or add roles. Member can be renamed but never removed.
Only an admin can change a role. A colleague who is not an admin can read the Roles card but not edit it. What a role lacks shows up as Not in your role. To give a person a different role, change their role.