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Administration

Add a new user

Follow these steps to add a new user in Engagement Manager.
note
  • You must have administrative permissions in GoFileRoom and Engagement Manager to complete this task.
  • Make sure that the staff member you're adding as an Engagement Manager user also has access to the GoFileRoom drawer configured for Engagement Manager. This is usually the Clients drawer, but may vary depending on your firm's configuration. User access to GoFileRoom drawers is determined when setting up GoFileRoom Groups.
  1. In Engagement Manager, select the
    Setup
    , then
    Manage Users
    .
  2. Select
    Add new user
    .
  3. Enter the user name and the full name of the user.
  4. In the
    Initials
     field, add initials for the user to use in Engagement Manager sign offs.
  5. Choose if you want to make the user a GoFileRoom administrator.
  6. Select a group from the
    File storage groups
     dropdown.
    note
    You can select any GoFileRoom security group that includes
    Clients
     in the name to assign the user to that security group. If you see the message that multiple GoFileRoom groups are assigned, go to the links menu to sign in to GoFileRoom and go to
    Administration
    , then
    Manage Users and groups
     to change the GoFileRoom security groups.
  7. Select one or more permission groups to assign the new user to the security roles.
  8. Select
    Create user
    .
    After you've added a user, you can select
    Actions
    , then
    Edit details
     to:
    • Deactivate the user.
    • Add or edit their initials.
    • Change Engagement Manager permission groups.
note
For licensed customers of Guided Assurance, make sure you've set up the new user in the Checkpoint User Administration System. You'll also need to assign Guided Assurance products to the person.

This article applies to:

  • PRODUCT: Engagement Manager
  • Subject: User account

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