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HOW TO GRANT OR REMOVE ACCESS TO AN ENGAGEMENT

This article explains how to grant or remove AuditMiner Users access to an Engagement.

Administrators of AuditMiner see all engagements without needing to be granted access. Users only see engagements if they've been granted access in the engagement setup.

If you cannot see an engagement and need to be granted access, you'll need one of your firm's AuditMiner administrators or another AuditMiner user who can access the engagement to follow the below steps.

Step 1: Navigate to the Manage Engagements screen

Step 2: Select the Actions menu to the far right of the engagement

Step 27

Step 3: Add or remove the necessary users in the Assignees field then select Save & Continue. 

Step 4: Use the X in the upper right to close the window.