Add or Remove User from Client Company

This article applies to: Firm Users with the Administrator role

Client Users can be associated with one or multiple Client Companies, allowing them to participate in Engagements associated with each company.

Associating a Firm Users with a Second Client Company

1. Navigate to Users in the main menu and select “Users”
2. Search the User using the Search Bar and click their name to bring up the details pane on the right. 
3. Click Add Client Company and select the Company you want to add to the user. You will have the option to select Roles specific to that Company

Removing a Client Company from a User

1. Click the Company name under “Access Rights” in the detailed pane.
2. To remove User from the Client Company, click Delete and confirm the action on the next screen. Click on the company name under the "Access Rights" header.