Navigating
Engagements
Here you can view all engagements, create new engagements, and view the status of each engagement.
Learn how to create a Recordkeeper Engagement or a Payroll Engagement.
Users
Here you can view all users and their role.
Learn how to add or deactivate users.
Clients
Here you can view and edit all created clients and add additional clients.
Learn how to create a client.
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.
Learn how to modify firm setup.
Resources
See this article 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.
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.
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.
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.
Column Selection
Select the three-dot menu and select Choose Columns. Select the checkbox next to columns to be included in the table.
How to Log Out
Select your email in the bottom corner.
Select "Logout."
