The account owner must first have added users at a global level (see Setting up and managing users):
- When a new job is created the user creating it is automatically assigned to the job as the first user - they may then allow other users access from the sidebar (Client creation and deletion)
- From the sidebar under users click edit and check those staff members who are being assigned to the job (must already be set up as users)
- Assigned users may then carry out work on the jobs (prior to being assigned they are read-only for standard users, partners and managers and not visible to limited users and peer-reviewers):
- The list may be edited at any stage by partner or manager
- Audit templates require all users assigned to a job to confirm their independence on the independence checklist page
- Users may then be selected when questions request a contact name to be inserted (say for a person who will be signing off letters - to include in official communications):
