Docs Category: Roles
Roles
6 Articles
Role Overview
Last Updated: May 6, 2025The role comprises of the level of access to be provided to users in FigsFlow application. To Access Roles, select Roles in...
Adding a New Role
Last Updated: May 6, 2025To add a new role in FigsFlow, select Role in the left navigation bar under Accounts in Settings. Under the Role option,...
Editing a Role
Last Updated: May 6, 2025Editing role is handy when you want to make changes to the existing role permission. To edit a role, go to User...
Deleting a Role
Last Updated: May 6, 2025To delete a role, go to Roles and select the role to remove. Next, click on the ‘bin’ icon to delete the...
Searching for Role Name
Last Updated: May 6, 2025To search for the role, type the name of the role in the search bar.
Email Configurations
Last Updated: May 6, 2025The Email Configurations module consists of all the emails to be sent to various personnel within the firm based on the criteria...