Confirmation.com - Why can’t I see a client’s profile on my list of clients?
FAQ

Why can’t I see a client’s profile on my list of clients?

Published:  03/08/2015

  Answer:

  • A user will only be able to access an existing client’s profile if they are assigned to the profile as either the lead auditor or shared auditor.
  • To obtain access to an existing profile, a supervisor or lead auditor can provide the required access.
Please click here to access the link on how to get the required access.
 
 
Rate this article: 
  (Popularity = 12/100, Rating = 0.0/5)

   Related Articles

Reassigning Client Profiles to Different Audit Users Roll Forward of a Client Profile How do I change the Lead Auditor on a Client? Adding Financial Forms to a Client Profile 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
Copyright © 2024 | All Rights Reserved