This article applies to: All Firm Users with Administrator or Client Manager Role
Client Users need to be added to a user library and associated with one or more Client Companies in order to access AuditDashboard.
- How to Add a Client User
- Send an Invitation to Client User to Register
- Removing or Restoring a Client Users Access
How to Add a Client User
- Navigate to Users in the main menu on the left (if you don’t see this option, you may not have sufficient permissions to perform this task and will need to contact an Administrator at your firm).
- Click the Add icon
at the top-right corner. This opens a form to add details about the user.
- Fill out the required fields Company, Email, and First and Last Name as well as optional contact information and assign the Client Users Role (General, Staff Manager, File Access).
Note: if you don't see the Client Company you're looking for in the dropdown menu, you need to Add the Client Company.
Send an Invitation to Client User to Register
Once a user is added, they are in a Pending Invitation (blue) status, meaning they have not yet been sent an invitation email.
The next step is to send them an invitation to register their account. You can send an invitation by selecting the user in the User grid and click Send Invitation Email (mailbox) icon. This sends them an invitation to register via email and updates their status to Pending Registration (yellow).
After the user has registered, via the link in the invitation email, their status will change to Confirmed (green).
If the user does not receive their registration email (usually due to their organization's email security blocks), you can Send Registration Links Manually.
Removing or Restoring a Client Users Access
- To remove access: Select the box next to their name and click the Deactivate icon
. This will immediately deactivate their account, preventing further access to the platform.
- To restore access: Select their name and click the Activate icon
to reactive their account.