There is a question near the beginning of the Control page that asks the auditor to identify key personnel (directors/trustees and management people and anyone else with significant influence over the entity).
This is to be referred to when assessing independence, in related parties work, and for identifying key contacts for sending the engagement letter, sharing pages with, etc.
Once the contacts are set up they can be selected with one click in any other place in the workbook, including by the client in the Internal Controls Checklist. These contacts appear in the sidebar, including their role, and may be edited from the sidebar link if required.
