As an Admin user, here's how to manage user roles and permissions in Counsel Exchange for Unity:

1. On the main left-hand side menu, click on "Settings" and then "Roles & Permissions."

   

2. The main "Roles & Permissions" screen will appear. 

   You'll see details including the user's Full Name, Email ID, Status, Created Date, and an Actions menu. Click on the up/down arrow next to the column title to sort by that column. Use the search bar to search through the users. Click the Viewing drop-down menu to customize how many users you want to see on the screen. 

   Users designated as admins will have Admin next to their name.

   

   1. Click on the three-dot Actions button to Edit or Deactivate the user. 

      

   2. Clicking Edit lets you change the user's status, roles, and permissions.

      You can change the status to Inactive or Active. 

      For Roles & Permissions, you can:

      • Check or Uncheck Admin (select if this user will have administrative capabilities for this client)
      • Check or Uncheck Accruals Submission (select if the user can submit unbilled activity to this client)
      • Check or Uncheck General file sharing (select if the user can share general files with the client)
      • Check or Uncheck Matter file sharing (select if the user can share matter files with the client)
      • Check or Uncheck Matter updates (select if the user can receive matter updates for this client)

      Click Save to update the roles and permissions or Cancel to back out. 

      

   3. Clicking Deactivate will deactivate the user. 

      Click Confirm to deactivate or Cancel to back out. You can re-activate a user by changing the Status detailed above.