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 permissions.

To edit the role of a staff member in the Staff List is easy, by using the following steps:

1. Access the User Access section;
2. Identify the staff member whose Role you want to edit;
   
   
3. Click on the dropdown menu against the staff member's name and select the appropriate role for the staff member;
   
   

Note: Changes are saved automatically, but permissions will not update on files that are already created.