Confirmation.com - How do I change the Lead Auditor on a Client?
  1. Home
  2. Knowledge Base
  3. How do I change the Lead Auditor on a Client?
FAQ

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:

image.png
 
 Rate this article: 
  (Popularity = 8/100, Rating = 0.0/5)

   Related Articles

How do I know the client signer has authorized the auditor to send requests? (New Version of Confirmation)
Reassigning Client Profiles to Different Audit Users
What is a lead auditor?
Can I request more information from the Auditor about the confirmation request? (New Version of Confirmation)
view all...


   Search Results

How do I add a new user to my institution (New Version of Confirmation)
How do I update the Responder Instructions for my institution? (New Version of Confirmation)
How do I search for a past confirmation? (New Version of Confirmation)
What does the Future Dated Confirmation Report provide? (New Version of Confirmation)
Can I assign or reassign a confirmation to another department? (New Version of Confirmation)
view all...


Didn't find what you were looking for?


Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
Confirmation.com
For more information, visit: www.confirmation.com

Adapt IT logo

Quick Links


Knowledge Base
Privacy Policy
Security
Regulatory
Terms Of Service
Copyright © 2026 | All Rights Reserved