User & Firm Administration
Learn how to manage team members, create teams, and more in your Canopy licenses.
51 articles
Customize Access and Permissions
How do Roles work in Canopy (and how they assign work on tasks)?
Create Teams
Edit and Delete Teams
Remove Clients From Team Members and Teams
Assign Team Members and Teams to a Client
Assign Team Members and Teams to Multiple Clients
Remove Team Members from Clients
Manage Assignments From the Client List
Manage Permission Sets
Learn how to manage Permission Sets and Settings
How Permission Sets Work
Manage Home & Client Permissions
Manage Workflow & Task Permissions
Manage Engagements Permissions
Manage Comments & Insights Permissions
Manage Resolution Cases & Transcripts Permissions
How Do I Control Who Can View Client PII?