Users can be managed via the "Users" tab in the sidebar as shown in the below screenshot.
If editing your own user profile, see the article for the My Profile page.
Only select admin users (account owner and user admins) may create and delete users, however, all users can edit their own details.
Creating and Editing
- A user may then change their own details (contact details, password, and user name), using their own user tab
- If a user forgets their password or login details, an admin user may reset these for them
- The admin users may have extra permission such as:
- Updating/creating other users
- Assigning other users admins
- Updating billing and firm information
There are various roles that can be assigned to users in Audit Assistant. Each role has different permissions as listed below
Only the account owner or those given permission as above may delete users:
- To delete edit the user from the users tab and select the delete button at the bottom right
- It is good practice to review suspend users before deleting
- If a user is deleted, the work that they have done will have no user name assigned. So we recommend suspending the users until all their work is rolled over.
- To suspend a user, you simply change their role to "Suspend User". They will no longer have access to Audit Assistant, but they will still be on the account.