Adding Firm (Professional) Users

Note: This is a restricted function, which may not be available to all users in your organization. If you are unable to see the Users entry in the main menu, please contact an administrator at your firm for assistance.


Adding a firm (or professional) user to AuditDashboard can be completed by following these steps:

  1. Navigate to Users in the main menu.
  2. Click the plus icon to add a new user. This opens a form to provide details on the user.
  3. In the Company dropdown, the first entry will be your firm's name. Select this option, and fill in the user's name and email address - these fields are required. 
  4. (Optional) Provide additional contact information such as a Mobile telephone number.
  5. Select the roles and permissions to grant to the user. Details on the roles, and the levels of access provided by each option, can be found here: Understanding Domain (System) Roles and Permissions.
  6. Click Save
  7. The user has now been added to the portal, but will need to be invited before they can log in. To invite a user, follow these steps: Inviting Users to Your AuditDashboard Portal. 
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