Confirmation.com - Why can’t I see a client’s profile on my list of clients?
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
Why can’t I see a client’s profile on my list of clients?
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:
|vote=None|
Processing...
(Popularity = 19/100, Rating = 0.0/5)
Related Articles
Adding Financial Forms to a Client Profile
Roll Forward of a Client Profile
Editing Financial Forms in a Client Profile
Reassigning Client Profiles to Different Audit Users
How do I change the Lead Auditor on a Client?
view all...
Search Results
Release notes for IFRS XBRL Lite 2022.05.01 and SME XBRL Lite 2022.04.01
Caseware Working Papers | March 2023 | Version 2022.00.179R2.05
Audit International 25.1 Release Notes
Probe What's New 2024.20.13
Probe 2023.20.13 What's New
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