Help Center
Team
How do I change someone's role?
"I need to promote a paralegal to RCIC in the system."
From Settings → Team, select the member and click Change Role. Choose the new role and confirm.
Role changes take effect immediately. Any in-progress work continues; new access is granted at the next page load for the affected user.
Role changes are logged in the audit trail with the actor, the old role, and the new role.