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FAQ

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.
 
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