Role-Based Access Control (RBAC)

Learn how RBAC assigns permissions by role, supports large firms, and works alongside existing user groups with predefined roles in User Management.
What is RBAC?
Role-Based Access Control (RBAC) manages system access by assigning permissions based on each user's role within the organization.
Who should use RBAC?
This feature helps large firms manage users across multiple departments and roles.
How do I implement this for the firm?
You can find these features in the
User Management
section of the Suite.
How will I be affected if I don’t want to use this feature?
The existing user groups will remain in place, and all functionalities will continue to work as it did prior to the release of this feature.
Can firms make their own custom roles?
No, all roles & permissions are predefined. Firms can create custom User Groups using predefined roles to meet their specific needs. There is no limit to the number of predefined roles that can be added to a user group.