What is a shared auditor?

  Answer:

• Shared Auditors are users that can view, print, and download client activity, but cannot setup accounts or initiate confirmations on client profiles the user has been given access to.
• A lead auditor or firm administrator can assign shared auditor rights to any registered users in their firm for the client profile.
• You can see who is the Lead or Shared Auditor by Navigating as per the below:

Click Modify/Share to view.




 

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