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.
- 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)
- 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)
- The list may be edited at any stage by partner or manager
- 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)