This article applies to: All Firm Users
As a user of AuditDashboard, you are able to edit basic profile information using the profile menu.
From the top right navigation bar select the Profile icon:
A fly-out window will appear that looks like the image below. This fly-out window will show the limited user information AuditDashboard collects, as well as a summary of your global, and per engagement roles, if relevant.
The information provided on your profile will be displayed on your clients' dashboards. If you wish to opt out of this, click the checkbox near I do not want clients to see my contact details on their dashboard.
Users can not edit their email address, as this is linked to your account for registration and user validation purposes.
If you need your email address changed, please open a ticket by emailing email@example.com