This article applies to: All Firm Users
Note: Draft Engagements are not visible to Client Users. When the Engagement Status becomes In Progress, Client Users will receive notifications and view the engagement based on their assigned role.
Within the Engagement View, select the engagement you want to edit. Click the pencil icon to open the Edit Engagement pane.
To add Firm Users, select Professionals. To add Client Users, select Clients. Enter the user’s email address, or select their name from the dropdown menu, then click Add User and Save. To remove a user, click the trash icon next to the user’s name.
Users Roles and Permissions
Firm Users (Professional)
- Request Administrators: Full rights over all requests in the engagement.
- Administrators (Inherited): Full access rights to all requests in the engagement.
- Request Managers: Full access rights to all requests but cannot delete requests.
- General: Limited access; cannot create or delete requests, download all files or restrict requests.
Client Users (Clients)
- General: Can view and respond to requests, and re-assign requests to other Client Users within the engagement.
- Request Manager: Can create requests, mark requests as High Importance, and download all documents as a ZIP file.