Michaela Greene
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Articles
Recent activity by Michaela Greene-
How do Roles and Permissions work & how to access them
How do Roles and Permissions work The Roles and Permissions module is a role-based access restriction tool for your firm, allowing you to restrict the access of users, based on their role within yo...
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Assigning and removing Client Access for users
To access the read only section, click on the dashboard in the side menu then select the User Access section. Once in the User Access section, go across and click the Client Access section. When in...
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Assigning and removing file access for Read-only users
To access the read only section, click on the dashboard and select the User Access section. Once in the User Access section, go across and click the Read only section. When in the Read-only tab the...
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Creating new Client users
To create a new client user follow the simple instructions below, for more information on Clients Users please go here: Go to the User Access Module; Ensure you are on the Client Users tab; Click...
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Suspending, deleting, and activating Users
Suspending, deleting, and activating users This guide will be focusing on how you can suspend, activate and delete users from within your BrightWorkpapers account. Suspending and Activating There...
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Editing roles of staff members
During staff members' careers at the firm, they are likely to change roles over time. Accordingly, such changes should be reflected in the Staff List to update their sign-off details and access per...
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Creating new Staff users
To create a new staff member, follow these simple instructions:Go to the User Access Module;Ensure you are on the Staff Users tab;Click the New Staff button;Enter the required information in the bo...
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Opening User Access
To access the Staff List follow these simple steps:Ensure you are on the Dashboard;On the top navigation bar, select User Access;The User Access module allows users to manage and view allStaff User...
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Creating Read-Only Users
To create a new Read-Only user, follow these simple instructions: Go to the User Access Ensure you are on the Read-Only tab. Click the New Read-Only Enter the required information in the boxe...
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My Recent Files
My Recent Files provide you with a listing of the five most recent files they have accessed, as well as a quick snapshot of the completion status of each of the files. To access one of the recent f...