Confirmation.community | Obtain Client Authorisation

  Obtain Client Authorisation

Published:  09/02/2015

Client Authorisation is the mechanism by which the client bank mandated signatory can provide electronic approval to the auditor to initiate confirmations. Without this approval, confirmations cannot be initiated using Confirmation.com. Once requested by the auditor, the client signer will receive an email containing information about the auditor details and which companies the auditor wants authorisation for. The client signer can grant authorisation by clicking on a link within the system generated email.

Note: Once client authorisation has been provided, the authorisation will be valid, on the client profile, for 180 days from the date of authorisation.

  Instructions:

  1. Select the “request” button located in the Client Authorisation block.

    User-added image
     
  2. Tick the client signer name and the required entities to obtain authorisation and click send.

    User-added image

    Note: A system generated email from systems.administrator@confirmation.com will be sent to the email address of the selected client signer. This email will reflect all the legal entity names selected. The client signer will be able to give authorisation for all selected legal entities at once.

    Example of Authorisation Email Sent to the Client Signer:

    User-added image


    Note: It is suggested for auditors to inform client signers that an email is sent from systems.administrator@confirmation.com. This can land up in the client’s spam/junk folder.
     
  3. Once the client clicks on the Sign Authorisation button, a client signer webpage will open in the client’s web browser. The client signer must sign using a mouse, trackpad or touchscreen device. Once the client clicks send, the system will update the requesting auditors client profile with the approved authorisation.

    User-added image
     
  4. The auditor's client profile will now reflect that authorisation has been received and how long the authorisation is valid for.
User-added image
 
(Popularity = 2/100, Rating = 0.0/5)

Didn't find what you were looking for?


Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
CQS logo

CQS Technology Holdings is one of South Africa’s leading software houses specialising in the design, development and deployment of software solutions for financial professionals. CQS provides a full range of professional services and “best of breed” solutions to nearly 4,000 customers spanning Audit, Risk Management and Corporate Performance Management.

Copyright © 2017 CQS Technology Holdings | All Rights Reserved