This article applies to: Client Users with Staff Manager role
Clients Users need to be added to your user library and invited to access the AuditDashboard platform. A user's access can also be deactivated or reactivated.
Add a Client User:
-
Navigate to Users in the main menu on the left.
Note: If you don't see this option, you may not have sufficient permission to perform this task and will need to ask your professional service firm to assign you the Staff Manager role in their user library. -
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 User one or multiple Role(s) (General, Staff Manager, File Access).
Invite Client User(s) to Register:
After adding user(s) to the library, select the user(s) you wish to invite to register and click Send Invitation Email
When a new user is added to the user library their status is Pending Invitation (blue), meaning they have not yet been invited to register. After inviting a user, their status automatically changes to Pending Registration (yellow). After the user registers via the link in the invitation email, their status will automatically change to Confirmed (green).
Note: if a user does not receive their registration email (usually due to their organization's email security blocks), you can Send the Registration Link Manually.
Remove or Restore Client User Access:
-
To remove access: Select the user’s name and click Deactivate User (deactivate icon
). This will immediately deactivate their account, preventing access to the platform. -
To restore access: Select the user’s name and click Reactivate User (check mark icon
).