Admin
How to View Staff and their Roles and Permissions
Introduction All the staff that you have created will be listed on this page, here's all that you can view on this page. Viewing Staff On this page, you can see a list of all your staff members with details including their Name, Email ID, Role, and ...
How to Connect and Disconnect an Audit Firm
Introduction The Connect module establishes and manages connections with audit firms. This feature allows you to seamlessly connect with audit firms, making it easier to push funds from Sorted to Audit. Within this module, you can initiate ...
How to Change Company Admin?
Introduction To change the role of a Company Admin in your system, you can follow these steps: How to Change Company Admin? Note: Only a current Company Admin has the authority to change the role of another staff member to Company Admin or assign ...