Welcome to the
Help Center
Search or browse for answers to frequently asked questions
Firm Users
How-to articles for the employees of the professional services company
Getting Started
- Registering and Logging In
- 6 Steps to Initial Engagement Setup
- Create New Button
- The Firm User's Dashboard
- Upload and Download Files
- Navigating Engagements
Engagement Setup
Working with Requests
- The Request Activity Feed
- Leave or Delete Comments
- Assign Users to Requests
- Downloading Files
- Responding to Requests
- Add a Flag to a Request
Engagement Management
- Identify Engagements Flagged To Mark Complete
- Engagement Lifecycle Automation
- The Engagement Management Lifecycle
- Edit Engagement Details
- Mark an Engagement Complete
- Duplicate or Roll Forward an Engagement
Notifications
Client User Management
- Add a Client Company
- Add and Invite Client Users
- Client User Roles and Permissions
- Add or Remove User from Client Company
- Introducing Clients to AuditDashboard
- Client Pre-Registration Email Template
File Management
Reports
Account Management
- Adding Licenses for Firm Users
- Edit Your Profile
- Adding Firm (Professional) Users
- Deactivating and Reactivating Users
- Advanced Permissions
- Understanding Global Roles & Permissions: Firm (Professional) Users
Security
- Requesting AuditDashboard's Security Resources
- Enforcing Multi-Factor (2-Factor) Authentication for Clients
- Setting Up 2-Factor Authentication
- Changing or Disabling 2-Factor Authentication
- Acceptable Use Policy
- Disabling a User's 2-Factor Authentication