How do I change the Lead Auditor on a Client?

Published: 01/08/2015

Answer:

From the Client Information tab of the desired client, select the modify/share link located next the Lead Auditor's name within the Client Profile area. From the Lead Auditor area, choose the office and new lead auditor using the drop down lists then select Reassign. It is important to note that assigning a new Lead Auditor will void any active authorisation for this client.

Please note that each user at your audit firm has specific rights to change the lead auditor, as summarised below: