All users have a baseline level of access to Fieldguide that is determined by their user role. For client users, the two options are:
Client Admin
Client Member
The level of access client users have can be further customized on a per-engagement basis. For more information, see: Manage client access to an engagement.
| Client Admin | Client Member |
Engagements | Access to all engagements they are a member of. | Access only to engagements where they have been assigned a request, |
Sheets | No access by default. See note [1]. | No access by default. See note [1]. |
Forms | No access by default. See note [1]. | No access |
Requests | Can view and edit all visible requests in an engagement they are a member of. | Can view and edit requests they are set as owner of. |
Documents | No access by default. See note [1]. | No access by default. See note [1]. |
Reports | No access by default. See note [1]. | No access by default. See note [1]. |
Controls | Access to their company's controls. | Access only to controls they are owner of. |
Users & Clients | Can create users at their company. | No access. |
Templates | No access. | No access. |
[1]: Firms can set access permission on individual sheets, forms, documents, and requests.