Navigating
Manage Engagements
Here you can view all engagements, create new engagements, and view the status of each engagement.
Learn how to create an engagement.
Manage Users
Here you can view all users and their role.
Learn how to add or deactivate users.
Manage Clients
Here you can view all created clients and add additional clients.
Learn how to create a client.
Firm Testing 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 plan level as well.
Learn how to modify firm testing setup
Resources
See this article for a comprehensive list of resources available to help answer your questions.
How to Customize Your View in the Manage Engagements Screen
Column Order
Select and drag the handle next to the header to move to your preferred location.
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."
