Site Sharing Approval Process
Before Client Users can be added to your client site, the Site
Administrator must submit a request to the Site Sharing approver to grant
access to additional client users.
To request approval to share the site with Client Users, click the
“Request to Share Site” button on the Client Users panel.
Upon submitting a request to share site access, an email will be sent
to the Site Sharing Approver informing them the Site Administrator requests to
share the site with other client users.
Once the Site Sharing Approver approves the sharing request, the Site
Administrator can add new users. No
further approvals are needed to share the site with additional Client Users.
If the Site Sharing Approver rejects the sharing request, the Site
Administrator will receive an email stating that their request has been rejected
and will be provided with additional instructions.
Add New Client User (for Site
Administrators only)
Upon approval to share the site with client users, the “Add New
User” option will display on the Client Users panel for the Site Administrator
only.
To Add a New Client User:
1.
Click the Add New User button on the Client Users panel.
2. The
Add New User page will open prompting you for details about the new Client User.
3. Enter
the user email address.
4. Choose
the level of access for the new client user.
Access can be granted to all information within your client site or can
be restricted to specific engagements for Client Users.
Full
Client Site Access provides access to all information in your client site
including existing engagements and all engagements added to your client site
going forward.
Engagement-specific
access allows you to provide Client Users with access to only those engagements
you wish to share or that are pertinent to that user.
Edit a Client User:
Only Site Administrators have the ability to edit Client User
information and site access rights.
To edit client user information or their access level, click the Edit
icon on the Client Users panel for the user you wish to update.
Once you’ve made the desired changes, select Save to confirm and return to the Site Users page.