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

Please note RMB responder instructions have been updated!
  1. Home
  2. Knowledge Base
  3. How do I share my client with other auditors in my firm?
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.
 
 Rate this article: 
  (Popularity = 3/100, 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

Guide ZA-Signatories Form
Guide ZA-Cash Management Form
Guide ZA-Letter of Credit Form
Guide ZA-Bills Form
Guide ZA-Asset form
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 © 2025 | All Rights Reserved