Changing Staff for Audit Roles

Changing Staff for Audit Roles

Changing Staff for Audit Roles

The article below explains how to re-assign the staff assigned to an existing audit job.

Step 1 - Open the Assigned Staff Menu.

There are several ways to trigger the 'Assigned Staff Menu'.  

Option 1 - From My Audit Job Queue

Select the 3 dot menu on the right of page:

Then select Assign/Remove Staff


Option 2 - From Job Dashboard

Select button within the relationship section top right module of your fund dashboard


Option 3 - From Shortcut Menu

The Shortcut menu is located at the top right of the Cloudoffis portal to the right of your logo.
Once opened select Assign/Remove Staff



Step 2 - Remove and Add User Process

When you have opening the "Assigned Staff Menu" update the staff members by: 

  1. Removing the existing staff member by clicking the red X.
  2. Select New Staff by clicking within the Select drop-down box, a list of active users will then appear for selection.
  3. Once new user has been selected click 'Assign'
  4. Once desired users have been updated select Save & Close




Only a user with the role Auditor or Company Admin can be assigned as the auditor, this is the only restriction. 
Please click here for information on Creating Users, Roles and Permissions
All 3 roles have to be selected but 1 user can perform multiple roles

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