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 = 4/100, Rating = 0.0/5)

   Related Articles

How do I know the client signer has authorized the auditor to send requests? (New Version of Confirmation) Adding Financial Forms to a Client Profile Roll Forward of a Client Profile Reassigning Client Profiles to Different Audit Users Editing Financial Forms in a Client Profile view all...


   Search Results

Sending a Future Dated Request Can I request for a future "As of Date"? What does the Future Dated Confirmation Report provide? (New Version of Confirmation) What if the Account ID requested was closed for the As of Date (New Version of Confirmation) How do I know the client signer has authorized the auditor to send requests? (New Version of Confirmation) 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 © 2026 | All Rights Reserved