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 = 1/100, Rating = 0.0/5)

   Related Articles

Reassigning Client Profiles to Different Audit Users
How do I know the client signer has authorized the auditor to send requests? (New Version of Confirmation)
What is a lead auditor?
Can my client signer give authorisation to multiple companies at the same time?
view all...


   Search Results

How to add a new mapping number (including a Flip map number)
How do I add / modify / remove flip account settings?
Caseware Working Papers | How to create a new Mapping Number in Caseware Working Papers
Accounts that flip in the lead sheets
Caseware Working Papers | How do I remove “Unnamed Mapping Number” after creating a new mapping number?
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