Learn about the Access Demo Firm security role

If the firm users have access to the additional Demo functionality, the Access Demo Firm security role gives users the ability to access a demo CCH iFirm site. This role should be assigned to admin users, so they can view a sample site and see how it is set up. It could also be assigned to new team members for training purposes. When this role is assigned to a user account, the user will see a new link called Demo in the top menu. Click here to learn more about accessing the demo site.