Assigning users to job

Users are first set up by the account owner (see Setting up Users). The person creating the specific client job is automatically assigned as user. Then when assigning staff to a job they add other staff to allow them access to the job. Audit templates require all users assigned to a job to confirm their independence on the Independence checklist page.

  1. From the side-bar under Users click Edit and check those staff members who are be assigned to the job (must already be set up as users)
  2. They can then carry out work on these jobs (prior to being assigned they are read-only for seniors, partners and managers and not visible to juniors and peer-reviewers)
  3. The list may be edited at any stage by partner or manager
  4. Users may be selected when questions request a name to be inserted (say for person who will be signing off letters - to include in official communications)

See Using the Control Page

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