Confirmation.community | How do I change the Lead Auditor on a Client?

  How do I change the Lead Auditor on a Client?

Published:  08/01/2015


  Answer:

From the Client Information tab of the desired client, select the modify/share link located next the Lead Auditor's name within the Client Profile area. From the Lead Auditor area, choose the office and new lead auditor using the drop down lists then select Reassign. It is important to note that assigning a new Lead Auditor will void any active authorisation  for this client.
 
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