Permissions
There are three levels of user permissions in the Complyr app. Each permission level controls what a user can view, configure, and manage.
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Account Admin
The highest level of access. Account admins can configure and manage all areas of the system, including account settings, workflows, and user permissions
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Team Admin
Team admins have delegated permissions at team level. They can configure and manage settings within their assigned teams using the options available under Team Settings. They also have permission to reassign Standard users as Team Admin users
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Standard User
Standard users can personalise their own environment in the My profile section and manage day-to-day case handling tasks within the teams they are assigned to
If you don't see these two headings at the bottom of the sidebar, it means you haven't been assigned the admin permissions required to access them.
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Any function under Manage Account can only be actioned by Account Admin users
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Any function under Team Settings can only be actioned by Account Admin and Team Admin
If you think that you should have admin permissions, please contact an Account Admin user in your firm.