Overview
The level of access a firm user has to an engagement depends on their user role along with any additional permissions that have been assigned. To learn about permissions for firm members, see this article.
This article covers firm user engagement access. For information on client user engagement access, see here.
About the engagement team
Your engagement team can be found in the Access tab of your engagement’s settings. Members of the team are able to access the engagement. The level of access a user has to engagement data depends on their user role and any additional permissions that have been assigned.
Engagement access by feature
The default level of access a user has to engagement features is determined by their user role, which you can read about here. See the table below for information about the default access level for each user role and where additional customization is available via permissions settings. For a full list of the customization options, see here.
| Role: Firm Admin | Role: Firm Member |
Engagements | Access to all engagements | Must be on the engagement team to have access |
Sheets | Can access all sheets in an engagement | Same as firm admin by default. See note [1]. |
Forms | Can view and edit all forms in an engagement | Same as firm admin by default. See note [1]. |
Requests | Can view and edit all requests in an engagement | Same as firm admin by default. See note [1]. |
Documents | Can view and edit all documents in an engagement | Same as firm admin by default. See note [1]. |
Reports | Can view, generate, and edit all reports in an engagement | Same as firm admin by default. See note [1]. |
Comments | Can view and add | Can view and add |
Tasks | Can view, edit, and reassign any tasks | Can view, edit, and reassign any tasks |
[1]: Must be on the engagement team to have access. Their level of access is determined by their engagement permission group
Add a firm user to an engagement
Navigate to engagement settings > Access.
Click + Add users to add a user to the engagement team. If the engagement is in a department, users outside this department will not be available here.
Select an engagement permission for the user.
You can also set a firm user as the engagement lead here. The user set as engagement lead must be part of your engagement team. Being set as engagement lead doesn't grant a user any special permissions (beyond their engagement permission). It's just a label you can assign to a specific person on the engagement.
Custom engagement permissions
By default, firm members have full access to sheets, forms, documents, requests, and reports. Permissions can be customized for a user by assigning an engagement permission group to that user in the Access tab of the engagement settings. See here for information on creating permission groups for firm users.
Remove a firm user from an engagement
Open the Access tab in the engagement’s settings, then click the ⛔️ symbol next to the name of the user you want to remove.