Each account owner may access security options from the “Account Settings” tab. From the page, they may click the “Security” tab to open up the security options as below.
Every security option affects all users on the account so it is a good idea to let all users know of any changes to these options. The page looks like this:
Each change is saved automatically in real-time. The security option will affect the users as follows:
General Security
Automatically rollover completed jobs
Sometimes jobs are signed off but users forget to roll them over. Activating this option will roll over jobs 59 days after signoff if they have not already been manually rolled over. This will only work with clients that can be rolled over (i.e. not using one-off templates)
Restrict job activation
When jobs are created (for firms not on the starter plan or fixed monthly fees) permission is required to activate the job. This will generate a charge for the job being created. Some firms prefer that only approved users have the authority to do this. In this case the account owner or admin person should select "Restrict job activation." This will ensure that only they can approve new job activation by default. If they wish to add other people to this permission, they may then edit the role of selected staff and they will be able to add this permission to those users "user can activate jobs).
Enable Advanced File Features
Ability to preview certain attachments and annotate PDF files. We send the attachment data to external services and they present the attachment. You can read more details on the external services here.
Integrations
Microsoft SharePoint
Allow users to integrate their Microsoft SharePoint to save and link files directly into SharePoint instead of Audit Assistant. See further article for more details.
Sign In
In the Sign In section, you’ll find various options for enabling or disabling Single Sign-On (SSO) with external services. These options allow enabling or disabling of specific SSO providers. When using SSO, the email address associated with the external provider must match the email address of an existing Audit Assistant user for the current account.
Audit Assistant Email Login
The default Audit Assistant email login may be turned off to enforce an external provider (Microsoft or Xero) if required for company policy.
Microsoft 365
Allows users to sign in with their Microsoft 365 account credentials. This will bring up a prompt on the sign-in page.
Xero
Allows users to sign in with their Xero account credentials. This will bring up a prompt on the sign-in page.
User
Users only see assigned jobs
When enabled, users (other than the account owner or assigned admin staff) can only see jobs they have been assigned to. This leaves the responsibility of assigning people to jobs to the person that created the job.
Reviews
Strict review mode
When enabled, users will not be able to review pages they have concluded themselves. So another partner, manager or external peer-reviewer will need to review each workpaper.
Require complete review mode
When enabled, every page (workpaper, table, datasource, document and attachments) in a job is required to be reviewed before the job can be signed off. All of these pages can be seen on the client index page as well as on the "pending review" page found in the sidebar.
Enable partner complete mode
Pages that are tagged for partner completion will only be able to be completed by people who are in a partner role. This is on by default, but in special circumstances may be disabled.
Sharing
Disable Client Emails
When enabled, emails will not be sent to clients automatically from the system. This forces users to send links on requests and shares manually. Some firms prefer all emails to go out with their standard branding and disclaimer.
Restrict Sharing Pages
When enabled, user will not be able to share any page that is not marked in the template as a page made for sharing.