Use security permissions to manage access

You can use security permissions to manage user access to areas of Engagement Manager with pre-defined roles like Administrator, Manager, or Reviewer.
Users with administrative permissions can manage roles assignments for other users, configure security role permissions, and add or delete security roles.
When you assign multiple security roles to a user, their access to Engagement Manager is determined by the role with the highest level of access.
For example, a user assigned as a Preparer may not be able to edit your firm's engagement templates, but if they're also assigned as another role (like Administrator) that includes permissions to edit engagement templates they would be able to do so.
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