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Administrator Roles
Every firm has one Overall Firm Administrator (OFA) assigned by Unanet CRM. Only
the OFA can access the Firm Setup tab in Administration, administer the Activities
module, and assign Administrator access to other users. To change the OFA, please
get in touch with Unanet CRM Support.

The OFA can assign other users as Administrators. Administrators have complete
access to all of a firm's active modules (except Administration > Firm Setup) and can
view, edit, and delete records, change value list fields, and administer other firm
settings.

We recommend limiting the number of Administrators because the system does
not log Administrator modifications to your firm's settings.

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