Michaela Greene
- Total activity 844
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 423
Articles
Recent activity by Michaela Greene-
Example Documents
Audit - Engagement Level Compliance.docx 40 KB Download Audit - Whole of Firm Compliance.docx 40 KB Download Audit Report - Compliance Framework.docx 40 KB Download Audit Report - Corps ...
-
Help Centre: How to Split-Screen Tab or Multi-Tab (viewing multiple tabs at the same time)
When using BrightWorkpapers there are many times where being able to view multiple tabs at the same time can come in handy. An example of this is when cross-referencing from the B01 – Planning Chec...
-
What template is your File using
In this guide, we will take you through how to identify what template your file is using. From the Working Paper Index, select the File dropdown;Select File Details:You will then see the template u...
-
Adding & Editing custom role types
AddingTo add custom role types for different user groups in your firm, simply: Ensure you have permission to edit the Roles and Permissions module; On the Roles and Permissions module, click on the...
-
Engagement file permission override
There may be times when you want to provide a particular user with additional access permissions for a specific engagement file. To facilitate this we have created an engagement file role permissio...
-
Editing Permissions
To Edit PermissionsTo edit the permissions of each of the roles in your firm, simply:Ensure you have permission to edit the Roles and Permissions module;On the Roles and Permissions module, click o...
-
How do Roles and Permissions work & how to access them
How do Roles and Permissions work The Roles and Permissions module is a role-based access restriction tool for your firm, allowing you to restrict the access of users, based on their role within yo...
-
Assigning and removing Client Access for users
To access the read only section, click on the dashboard in the side menu then select the User Access section. Once in the User Access section, go across and click the Client Access section. When in...
-
Assigning and removing file access for Read-only users
To access the read only section, click on the dashboard and select the User Access section. Once in the User Access section, go across and click the Read only section. When in the Read-only tab the...
-
Creating new Client users
To create a new client user follow the simple instructions below, for more information on Clients Users please go here: Go to the User Access Module; Ensure you are on the Client Users tab; Click...