Confirmation.com - How do I change the Lead Auditor on a Client?

Kindly note that our support team will be on training every Tuesday morning until 9am(SAST). Please access our knowledge base for further assistance

👉🏼 Book here for the Confirmation Orientation: Essentials for New Users monthly webinar.
  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 = 12/100, Rating = 0.0/5)

   Related Articles

What is a lead auditor?
Reassigning Client Profiles to Different Audit Users
Roll Forward of a Client Profile
Confirmation Billing Guide (Effective 1 Nov 2024)
view all...


   Search Results

Reassigning Client Profiles to Different Audit Users
Adding Financial Forms to a Client Profile
Roll Forward of a Client Profile
Editing Financial Forms in a Client Profile
Why can’t I see a client’s profile on my list of clients?
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 © 2024 | All Rights Reserved