Manage engagements

Assign staff members to an engagement

Follow these steps to assign one or more staff members to an engagement.
  1. Open the engagement, then select
    Properties
    .
  2. Use the
    Select
     option for
    Assigned staff
     to display a list of employees.
  3. Tick the checkboxes for the employees you want to assign to the engagement.
  4. Select
    Done
     when you're finished.
The names of assigned staff members will appear in the
Assigned staff
 section of the
Properties
 screen. You can select the
x
 next to a name to remove that assigned staff member from the engagement.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Engagements