Team
Assure Audit shows two separate user lists — your firm’s staff, and your clients’ contacts — but managing either one happens in Assure Pro.
Team management for Assure Audit lives in Assure Pro. See Team & permissions to add, invite, or remove someone — the change reflects here automatically.
Firm users
Open Users to view everyone at your firm who can sign in to Assure Audit.
Client users
Open Client users to view the external contacts who can sign in to the client portal, with a status of Invited, Active, or Inactive for each. Invite, resend, and remove from Assure Pro.
Next
- Client portal — what client users see once invited.
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