Identifying a restriction
A roles and permissions restriction is likely in place if:- A button or action appears unclickable (disabled)
- A button or action is completely hidden
- A user reports that someone else can perform an action they cannot
- Users only have editing access to projects they are assigned to.
- Admin users have broader access across projects, but only Admins can manage user accounts and settings.
User types
Each user in Denari is assigned a User Type, which defines their base level of access:Project role assignments
In addition to their User Type, users must be assigned to specific projects to gain editing rights:Permissions matrix
Summary
- Users must be assigned to a project as a Preparer or Reviewer to make changes.
- Users with no role on a project always have read-only access, regardless of their User Type.
- Group Tags (CAS and Tax) enforce team-based access restrictions.
- Admins can manage project users and delete projects, even if they are not project users.
- Admins can add and delete firm users in their admin dashboard.
- Only an Admin can unlock a locked project. Both Admins and assigned Reviewers can lock a completed project.
If you need to delete clients or entities, reach out to someone on the Denari team.