If users wish to access their profile to make any changes, they may click the "My Profile" tab on the home page or the "profile" link in the bottom of the sidebar within the client.
There might be a red circle next to the profile link, this is to notify the user that they newly have assigned work.
Account owners/Administrators along with Managers and Partners may access the profile page of all users on the firm from the "Users" tab in the sidebar. Simply click a user to open their profile and access their recent activity and deadlines.
This is the first page opened when clicking on a user profile. It lists all of the pending Follow Ups and Review Notes that have been assigned to the user across all of the jobs that they are assigned to. There are links on each item to the specific step's that the assigned items are on.
Any requests that have been responded to will also show on this list.
Instructions on how to assign Review Notes and Follow Ups can be found on our article on Follow Ups.
All new items from when this page was last opened will be highlighted in yellow to bring attention to them. Requests that have been responded to will always appear highlighted.
This page lists all the recent activity from that user and has links to the clients/workpapers that the user worked on.
Deadlines (external calendar option)
The deadlines tab lists all upcoming deadlines on clients the user is assigned to. It also provides a link that can be subscribed to using any major calendar system. Once a new calendar is set up it may be shared across the firm and will be regularly automatically updated as deadlines are added or completed for all the jobs the user is assigned to. This provides a great tool for planning of reviewing status of workflow.
There are links to help pages for Google, Outlook, and Apple calendars on the page.