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 drag the handle next to the column header to reorder columns.
Pinning Columns
Select the handle next to the header, and select "Pin Column."
Filtering
Select the sort button and modify the applicable criteria to filter.
Column Selection
To view all available columns, click the below icon and modify applicable columns to be included in the page display.
How to Log Out
Select your email in the bottom corner.
Select "Logout."
