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