How do I edit permission levels?

How Do I Edit Permission Levels?

If you have Administrative permissions in Zola Suite, you are able to edit the permission levels of users in your account. You can restrict or expand what the users are able to view.

To do so:
  • Go to Firm Settings and select Users

  • Click on the pencil icon to the right of the user's name

  • Click on the permission level drop-down list and select the new permission level

  • Scroll down to the bottom of the page and click on the blue Save Changes button
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