The Permissions feature helps balance security and collaboration by ensuring that only approved team members can access a client’s information — while also automatically keeping them informed on key updates.
With recent improvements, this feature is now helpful for all of our customers, so we’ve put together this guide to explain how it works.
⚡ Quick Start: Permissions & CCs
Confirm Permissions are enabled for your client account.
Add your deal team members by entering their email addresses.
Review the approved user list to confirm everyone who needs access is included.
Approve new requests when teammates need access to an existing client.
Request access yourself if you haven’t already been added.
✅ Following these steps ensures the right people always receive updates automatically.
What Permissions Do
Restrict access: Only users with “approved” status for a client can view that client’s details.
Enable collaboration: All approved users are automatically CC’d on key updates (such as data conversion requests and workpaper delivery).
This ensures sensitive information stays protected, while the right people always stay informed.
How to Manage Permissions
Confirm if permissions are enabled for a client account.
Check the My Firm Settings page to confirm whether permissions are active for the firm's account.View the listing of approved users who currently have access to that client.
See which team members currently have approved access to the client.Add a new team member by entering their email address.
Add additional deal team member(s) by entering their email address.Confirm the new user has been added and is visible in the approved list.
Once added, the new team member appears in the approved user list and will receive updates automatically.
Requesting Access to a Client
If you don’t already have access to a client, you can request it directly:
Navigate to the All Clients page in your firm’s account.
View the complete list of clients under your firm’s account.Find the client you need access to and click Request Access.
Use the “Request Access” button to notify the current team.
Your request will be sent to the team members who already have access.
Step-by-Step: Approving Access Requests
Open the client record where the access request was submitted.
Go to the Permissions section.
Locate the pending request under the Requests list.
Click “Approve” to grant access.
Verify the user is added to the Approved Users list.
Once approved, the new team member will automatically begin receiving updates.
Enabling Permissions for Your Firm
💡 Note: If your firm does not yet have the Permissions feature enabled, please contact your Audit Sight account representative. They can turn this feature on for your account and help guide your team through setup.
✅ Remember: Best Practices for Permissions
Add your deal team members early — by default, only the creator has access.
Request access if you don’t see a client you need.
Review and approve requests promptly so teammates aren’t blocked.
Keep access limited to the right people for security.
Rely on automatic CCs to reduce manual follow-up and keep everyone aligned.
