Using the Firm Roles Window

You can assign roles to the selected template from the Firm Roles window. The roles that are available here must first be set up at the firm level.

• The available grid, on the top, lists the firm roles not yet assigned to the template. Select a role and clickto add it to the template. Clickto add all the listed roles to the template.

  Note: If you have appropriate rights, the Add Firm Roles and Edit Firm Roles buttons display at the bottom of the window. You can use these buttons to make additions or changes to the roles set up for your firm. Roles that cannot be changed are indicated by a lock icon in the last column of the grid. Roles with security rights defined at the firm level are indicated by a star icon.

• The selected grid, on the bottom, lists the roles you have selected to add to the template. To remove a role from this list, select the role and click. You can also clickto remove all the roles from this list.

  Notes: This process does not remove roles that have been saved in the template previously. Use the template's Roles tab to remove roles saved in the template.

Click OK to assign the selected roles to the template.