Accessing Roles and Permissions
Log in to your Estateably account.
From your Dashboard, click the Settings (gear) icon in the top-right corner.
In the left-hand menu, click Roles and Permissions (second item from the top).
You will now see a list of existing roles within your organization.
Examples may include:
Organization Admin
Team Director
Team Manager
Team Member
Other custom roles your firm has created
Editing an Existing Role
Locate the role you wish to modify.
On the right-hand side of the role, click the Edit (pencil) icon.
This will open the permissions settings for that role.
By default, permissions will open under the Management category.
Managing File Permissions
To adjust file-specific access:
At the top of the permissions screen, toggle from Management to Files.
This will display all permissions related to estate files.
Within the Files category, you will see permission sections such as:
General File Permissions
Case File Access
Actions Within a Case File
Additional file-related subsections
Each section contains selectable permissions that can be enabled or disabled depending on the level of access you wish to grant.
You can:
Select permissions to grant access
Deselect permissions to restrict access
Saving Your Changes
After making any adjustments:
Review your selections carefully.
Click Save in the bottom-right corner of the page.
Your updates will apply to all users assigned to that role.
Important Notes
Changes made to a role affect all users assigned to that role.
Only users with appropriate administrative privileges can modify roles and permissions.
Always review permissions carefully before saving to ensure users have the correct level of access.