Users can be managed via the "Users" tab within the account settings. This is accessed from the dropdown in the top right of the screen by clicking on the firm name and then clicking "Users".
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.
Making changes
- A user may then change their own details (contact details, password, and user name), using their own user tab
- The admin users may have extra permission such as:
- Updating/creating other users
- Assigning other users as administrators
- Updating billing and firm information
At the right end of each user line, there are three dots that the admin user can click on to edit permissions or reset passwords. This opens up a dropdown that has all the actions available.
Roles
Roles can be changed from the dropdown mentioned above. When changing roles there is also an option to set the user as an admin.
There are various roles that can be assigned to users in Audit Assistant. Each role has different permissions as listed below.
Deleting Users
Only the account owner or those given permission as above may delete users:
- Deleting a user removes them from the account and all clients they are assigned to.
- If the user is assigned to other firms (say as a peer reviewer), they will still be on the system but no longer access this particular account.
- If this is the only account the user is assigned to, they will be removed from the system.
- It is recommended that a user is disabled while they have work on any current jobs and only be deleted from the system after everything they have worked on is rolled over or completed.
Disabled User
- 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 disable a user, simply click the button on the dropdown as shown above.