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Adding and deleting staff on an engagement file

Before a staff member is able to access an file, they must have been added to the engagement team of the file. This provides an additional layer of protection to potentially sensitive client information by restricting the files to only those within the firm who require access.

 

Adding Staff to an Engagement Team

To add a staff member to an engagement file, simply:

  1. Locate the file you wish to add staff to and ensure you are viewing the File Details tab;

  2. Click on the dropdown arrow on the Engagement Team section to reveal the list of staff members allocated to the engagement;

  3. Click on the dropdown menu on the Select staff box;

  4. Select the appropriate staff member you wish to add by left clicking on their name;

  5. Your new staff member will now appear in your Engagement Team.

 

Deleting Staff from an Engagement Team

To delete a staff member from an engagement file, simply:

  1. Locate the file you wish to delete staff from and ensure you are viewing the File Details tab;

  2. Click on the dropdown arrow on the Engagement Team section to reveal the list of staff members allocated to the engagement;

  3. Click on the Remove button for the staff member you wish to delete from the engagement team;

  4. On the pop up menu, click OK to proceed;

  5. The selected staff member is now removed from the Engagement Team.
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