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

Due to increased volumes during the busy season (January–March) all banks will operate on a 20-business-day SLA excluding weekends and public holidays. Our team remains available to support you during this period.

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 = 9/100, Rating = 0.0/5)

   Related Articles

Adding Financial Forms to a Client Profile How do I know the client signer has authorized the auditor to send requests? (New Version of Confirmation) Reassigning Client Profiles to Different Audit Users Roll Forward of a Client Profile How do I change the Lead Auditor on a Client? 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