How it works

The function allows users to switch on their Admin status so that they can edit, delete and add templates and tickmarks.

How to activate it:

Step 1

Within the Help and Support group on The Audit Toolbar, click on Manage Templates and navigate to Admin Status.

Step 2

Select whether you want to set this user as the administrator or to remove their administrator status.

Step 3

Obtain the password from Your Firms Client Success Manager, enter the password and click continue.

Scroll to Top