Confirmation.com - How do I share my client with other auditors in my firm?
BOOK TODAY
to register for the Confirmation Orientation Webinar - Essentials for New Users
Toggle navigation
Support Escalation
Knowledge Base
Getting Started
eLearning
Login
Search
Home
Knowledge Base
How do I share my client with other auditors in my firm?
How do I share my client with other auditors in my firm?
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. Use the add or remove buttons to add or remove shared auditors for this client. Shared auditors cannot request client authorisation or initiate confirmations.
Rate this article:
|vote=None|
Processing...
(Popularity = 4/100, Rating = 0.0/5)
Related Articles
What is a shared auditor?
Why can’t I see a client’s profile on my list of clients?
How do I change the Lead Auditor on a Client?
What is a lead auditor?
view all...
Search Results
Audit International | FAQ | Why is document 520E not showing any risks recorded in the file?
Probe | In 10.50, why is there an incomplete meetings option, for the question “Were meetings with shareholders and directors held?
Caseware Cloud & SmartSync | Unpacking cloud collaboration with webinar FAQs
FAQs on the application of Value-Added Tax (VAT) to Confirmation transactions
How to resolve a utilities script error on Integration of Financial Statement Components
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
For more information, visit:
www.confirmation.com
Quick Links
Knowledge Base
Privacy Policy
Security
Regulatory
Terms Of Service
Copyright © 2025 | All Rights Reserved