Firm & Team Management
- Assigning Permissions to Restricted Users
- Approve a Team Member / User
- Remove / delete a team member
- Unlock a team member
- Creating teams and assigning permissions
- Change team member permissions
- Modify the Name of your Firm
- Modify the name of your product
- How to Assign Permission of a Firm/Product/Project/Template to a Restricted User
- Approve a Team Member Access to DiligenceVault
- Create Teams and Assign Permissions
- Delete a team member
- Unlock Team Member