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  1. MyWorkpapers
  2. User access and permissions

User access and permissions

Learn how to add, edit, delete or suspend users and how to add users to an engagement team

Adding and removing users

  • Creating Read-Only Users
  • Opening User Access
  • Creating new Staff users
  • Editing roles of staff members
  • Suspending, deleting, and activating Users
  • Creating new Client users

Roles and Permissions

  • How do Roles and Permissions work & how to access them
  • Editing Permissions
  • Engagement file permission override
  • Adding & Editing custom role types

Changing Access for External Users

  • Assigning and removing file access for Read-only users
  • Assigning and removing Client Access for users

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