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  2. Firm Users
  3. Client User Management

Client User Management

Learn how to administer client accounts, their roles and permissions, and associate users with companies. This section also contains resources you can use to introduce clients to AuditDashboard.

  • 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
  • The "My Service Team" Dashboard Widget
  • Sending Registration and Forgotten Password Links Manually
  • Change a Client Company Name
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