Add a new user
Follow these steps to add a new user in Engagement Manager.
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- 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.
- In Engagement Manager, select theSetup, thenManage Users.
- SelectAdd new user.
- Enter the user name and the full name of the user.
- In theInitialsfield, add initials for the user to use in Engagement Manager sign offs.
- Choose if you want to make the user a GoFileRoom administrator.
- Select a group from theFile storage groupsdropdown.noteYou can select any GoFileRoom security group that includesClientsin 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 toAdministration, thenManage Users and groupsto change the GoFileRoom security groups.
- Select one or more permission groups to assign the new user to the security roles.
- SelectCreate user.After you've added a user, you can selectActions, thenEdit detailsto:
- Deactivate the user.
- Add or edit their initials.
- Change Engagement Manager permission groups.
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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.
