User Roles & Permissions

Infera uses a role-based permission system to control what actions users can perform within your firm.

Available Roles

Admin

Admins have full access to all Infera features:

• Upload, view, edit, and delete any document
• Share documents externally
• Create and manage client upload links
• Access all reports
• Manage firm settings
• Invite and remove team members
• Create and edit financial affidavits

Member

Members can work with documents but cannot manage the firm:

• Upload, view, and delete their own documents
• View documents shared with them
• Share documents externally (if enabled by admin)
• Create client upload links
• Access reports for their documents
• Create and edit financial affidavits

Viewer

Viewers have read-only access:

• View documents shared with them
• Download documents (if permitted)
• Cannot upload, edit, or delete documents
• Cannot share documents or create upload links

Permission Matrix

Action	Admin	Member	Viewer
View documents	✓	✓	✓
Upload documents	✓	✓	✗
Delete documents	✓	Own only	✗
Share externally	✓	✓*	✗
Create upload links	✓	✓	✗
View reports	✓	Own only	✗
Manage team	✓	✗	✗
Firm settings	✓	✗	✗
Financial affidavits	✓	✓	✗

*Members can share if enabled in firm settings

Changing User Roles

Only admins can change user roles:

1. Click Users in the firm sidebar
2. Find the user whose role you want to change
3. Click the role dropdown next to their name
4. Select the new role
5. Confirm the change

Role changes take effect immediately.

Best Practices

• Limit admin access - Only give admin access to those who need to manage the firm
• Use viewer role for clients - If you invite clients to view documents, use the viewer role
• Review permissions regularly - Periodically audit who has access to what