This article applies to: All Firm Users with Engagement Manager or Administrator role
Access to sensitive or confidential documentation can be controlled by restricting requests to specific users. When a request is restricted, only those granted access can view its details, history, comments, and files.
Note: By default, Firm Users can set restrictions, and Clients Users can view them.
During engagement setup, confirm who should have access to the portal and identify any requests that need restrictions. It is important to have this discussion upfront to ensure that restrictions applied in the system are maintained when sensitive information is downloaded.
Setting and Modifying Restrictions
There are two ways for Firm Users to set or modify restrictions:
1. Restrictions can be set for individual or multiple requests by selecting the request(s) and clicking the Lock icon at the top of the screen.
2. Restrictions can be set for individual request by double-clicking on the request which opens the Details Pane, where you can click the Restrict button. When a restriction is applied, the Restrict button turns red, signaling to Client Users that the request is restricted.
Viewing Restrictions
Firm and Client Users can view restricted request in three ways:
1. Restrictions can be viewed for individual requests by clicking on the request and then clicking on the Restricted button located in the right-hand side pane.
2. Restrictions can be viewed by clicking the Lock icon located in the request table.
3. Restrictions can also be viewed for individual requests by downloading/exporting the request list by clicking the export button located in the header
. The Request List Report now shows which requests are restricted and to whom they are restricted.