Client delegation

Client delegation is a functionality that gives accountants and auditors possibility to delegate roles for the clients to the employees of the accounting/auditing company.

To use this functionality you need to be Client administrator for the accounting/auditing company.

You can either give client roles individually, or you can delegate by file. Delegating by file is used if you want to give roles for multiple clients to multiple employees at the same time.

By delegating by file, you can do multiple delegations at once, for multiple employees and clients.

Under Client delegation you find client delegation by file. If you click this, instructions on how to do it is shown.

To delete roles, find the person you want to remove roles from in the list, and click Edit client rights. You will then see what clients the person has rights for. To change this, click the client and unselect roles or click Remove all. You can also remove all rights for the person by clicking Remove all clients.

If you want to remove roles for multiple people for multiple clients, you can also use client delegation by file. Instructions on how to remove roles is shown when clicking this option.