To manage Roles and Permissions for users:
Click on the Admin Console (gear icon in the top-right of the screen).
Select Roles and Permissions in the left-hand side menu.
Click "Create Role" to add a new set of permissions, or click on the pencil icon next to an existing role to edit it.
On the Edit/Add Role screens, you can enter or change the Role Name.
In the Permissions section below, you will see two tabs:
Management permissions: these permissions pertain to Admin Console access. They relate to the ability to view, add, and delete users, teams, permissions, and other organization-wide options.
File permissions: these permissions pertain to case access. They relate to the ability to view, edit, and add information to files.
Default permission structures
Please see a quick summary of permissions for each of the default roles in Estateably out of the box.
Note that your firm's permissions may differ if your Organization Admin has updated or changed them.
Team Member
Team Member
Admin access
No access to admin console.
File access
Access to create new files.
Full access to add, edit, and update files which they are assigned to or added to as collaborators.
View-only access to files created within their team(s) that they are not assigned to.
No access to files created outside of their team.
Team Manager
Team Manager
Admin access
Full access to integrations, members within their team(s), and task templates.
Add, view, and edit access on saved contacts.
View access to Roles and Permissions and members outside of the team.
File access
Access to create new files.
Full access to add, edit, and update files which they are assigned to or added to as collaborators.
Full access to files created within their team(s) that they are not assigned to.
No access to files created outside of their team.
Team Director
Team Director
Admin access
Full access to integrations, members within their team(s), and task templates.
Add, view, and edit access on saved contacts.
View access to Roles and Permissions and members outside of the team.
File access
Access to create new files.
Full access to add, edit, and update files which they are assigned to or added to as collaborators.
Full access to files created within their team(s) that they are not assigned to.
No access to files created outside of their team.
Organization Admin
Organization Admin
Admin access
Full access to all admin tools: integrations, members within and outside of their team(s), members task templates, saved contacts, and roles and permissions.
File access
Access to create new files.
Full access to add, edit, and update files which they are assigned to or added to as collaborators.
Full access to files created within their team(s) that they are not assigned to.
Full access to files created outside of their team.