--- title: Navigating the AuditMiner Platform description: This article details how to navigate, customize your view, and log out. --- [Skip to content](https://help.auditminer.com/navigating-auditminer-platform#main-content) English Show submenu for translations [![white_auditminer_logo_wordmark_TM 3](https://help.auditminer.com/hubfs/white_auditminer_logo_wordmark_TM%203.svg)](https://www.auditminer.com) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](mailto:support@auditminer.com) [Contact us](mailto:support@auditminer.com) How can we help? - There are no suggestions because the search field is empty. 1. [AuditMiner Resource Center](https://help.auditminer.com/?hsLang=en) 2. [Engagement Workflows](https://help.auditminer.com/engagement-workflows?hsLang=en) # Navigating the AuditMiner Platform ## This article details how to navigate, customize your view, and log out. ### **Navigating** #### Engagements Here you can view all engagements, create new engagements, and view the status of each engagement. ![Engagements](https://help.auditminer.com/hs-fs/hubfs/FINAL%20Navigating%20AM%20Platform/Engagements.png?width=670&height=181&name=Engagements.png) Learn how to [create a Recordkeeper Engagement](https://help.auditminer.com/how-to-create-an-engagement?hsLang=en) or a [Payroll Engagement](https://help.auditminer.com/how-to-process-payroll-data-in-auditminer?hsLang=en). #### Users Here you can view all users and their role. ![Users](https://help.auditminer.com/hs-fs/hubfs/FINAL%20Navigating%20AM%20Platform/Users.png?width=670&height=161&name=Users.png) Learn how to [add](https://help.auditminer.com/how-to-add-users?hsLang=en) or [deactivate](https://help.auditminer.com/how-to-deactivate-users-in-your-auditminer-account?hsLang=en) users. #### Clients Here you can view and edit all created clients and add additional clients. ![Clients](https://help.auditminer.com/hs-fs/hubfs/FINAL%20Navigating%20AM%20Platform/Clients.png?width=670&height=236&name=Clients.png) Learn how to [create a client.](https://help.auditminer.com/how-to-create-a-client-in-the-auditminer-platform?hsLang=en) #### Firm Setup Admin users are able to modify testing procedures and sampling that will flow through to all future engagements. Please note that procedures and sampling may be modified at the Engagement level as well. ![Firm Set Up](https://help.auditminer.com/hs-fs/hubfs/FINAL%20Navigating%20AM%20Platform/Firm%20Set%20Up.png?width=670&height=189&name=Firm%20Set%20Up.png) Learn how to [modify firm setup.](https://help.auditminer.com/how-to-modify-testing-set-up?hsLang=en) #### Resources See [this article](https://help.auditminer.com/how-to-get-help-with-auditminer?hsLang=en) for a comprehensive list of resources available to help answer your questions. ### **How to Customize Your View** This functionality applies to the Clients, Users, and Engagements screen. #### Column Order Select and hold a column header to drag it to the desired position. ![Moving Columns](https://help.auditminer.com/hs-fs/hubfs/FINAL%20Navigating%20AM%20Platform/Moving%20Columns.png?width=287&height=270&name=Moving%20Columns.png) #### Sorting Columns Select the three-dot menu next to the header and select **Sort Ascending** or **Sort Descending**. Alternatively, select the header once to sort ascending, twice to sort descending, or three times to revert to the original order. ![Sorting Columns](https://help.auditminer.com/hs-fs/hubfs/FINAL%20Navigating%20AM%20Platform/Sorting%20Columns.png?width=468&height=345&name=Sorting%20Columns.png) #### Pinning Columns Select the three-dot menu next to the header, and select "Pin Column." Choose **Pin Left** to lock the column to the left side of the table, or **Pin Right** to lock the column to the right side of the table.![Pinning Columns](https://help.auditminer.com/hs-fs/hubfs/FINAL%20Navigating%20AM%20Platform/Pinning%20Columns.png?width=468&height=346&name=Pinning%20Columns.png) #### Autosizing Select the three-dot menu and choose **Autosize This Column** to fit the selected column to its content, or **Autosize All Columns** to fit all columns. ![Auto Sizing](https://help.auditminer.com/hs-fs/hubfs/FINAL%20Navigating%20AM%20Platform/Auto%20Sizing.png?width=670&height=499&name=Auto%20Sizing.png) #### Column Selection Select the three-dot menu and select **Choose Columns**. Select the checkbox next to columns to be included in the table. ![Choosing columns 1](https://help.auditminer.com/hs-fs/hubfs/FINAL%20Navigating%20AM%20Platform/Choosing%20columns%201.png?width=670&height=495&name=Choosing%20columns%201.png) ![Choosing columns 2](https://help.auditminer.com/hs-fs/hubfs/FINAL%20Navigating%20AM%20Platform/Choosing%20columns%202.png?width=670&height=497&name=Choosing%20columns%202.png) ### **How to Log Out** #### Select your email in the bottom corner. **![Log out 1](https://help.auditminer.com/hs-fs/hubfs/FINAL%20Navigating%20AM%20Platform/Log%20out%201.png?width=242&height=262&name=Log%20out%201.png)** #### Select "Logout." **![Log out 2](https://help.auditminer.com/hs-fs/hubfs/FINAL%20Navigating%20AM%20Platform/Log%20out%202.png?width=242&height=267&name=Log%20out%202.png)**   - [Engagement Workflows](https://help.auditminer.com/engagement-workflows?hsLang=en) - [Recordkeeper Engagements](https://help.auditminer.com/recordkeeper-engagements?hsLang=en#main-content) - [Sampling](https://help.auditminer.com/recordkeeper-engagements?hsLang=en#sampling) - [Workpaper Guides](https://help.auditminer.com/recordkeeper-engagements?hsLang=en#workpaper-guides) - [Integrated Recordkeepers](https://help.auditminer.com/recordkeeper-engagements?hsLang=en#integrated-recordkeepers) - [Payroll Engagements](https://help.auditminer.com/payroll-engagements?hsLang=en#main-content) - [FAQs](https://help.auditminer.com/payroll-engagements?hsLang=en#faqs) - [SOC Toolkits](https://help.auditminer.com/soc-toolkits?hsLang=en) - [Admin, Credits, & Billing](https://help.auditminer.com/admin-credits-billing?hsLang=en#main-content) - [Users & Permissions](https://help.auditminer.com/admin-credits-billing?hsLang=en#users-permissions) - [Credits, Purchases & Billing](https://help.auditminer.com/admin-credits-billing?hsLang=en#credits-purchases-billing) - [Product Updates](https://help.auditminer.com/product-updates?hsLang=en#main-content) - [Release Notes](https://help.auditminer.com/product-updates?hsLang=en#release-notes) - [Product Overviews](https://help.auditminer.com/product-updates?hsLang=en#product-overviews) - [Troubleshooting](https://help.auditminer.com/troubleshooting?hsLang=en) - [Resource Library](https://help.auditminer.com/resource-library?hsLang=en) [mailto:support@auditminer.com](mailto:support@auditminer.com) Copyright © 2025, AuditMiner Inc.