Obtain Client AuthorisationPublished: 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 365 days from the date of authorisation.
- Select the “request” button located in the Client Authorisation block.
- Tick the client signer name and the required entities to obtain authorisation and click send.
Note: A system generated email from email@example.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:
Note: It is suggested for auditors to inform client signers that an email is sent from firstname.lastname@example.org. This can land up in the client’s spam/junk folder.
- Once the client clicks on the secure link within the email, a client signer webpage will open in the client’s web browser. The client signer must sign using a mouse, trackpad or touchscreen device. Alternatively they can type their name in the block provided. Once the client clicks send, the system will update the requesting auditors client profile with the approved authorisation.
- The client profile will reflect that authorisation has been received and how long the authorisation is valid for.
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