By clicking the Entities or Audit Projects link on the Team Members Settings page, you can change which Entities and Audit Projects a user has access to by using the Add/Remove functions. This article will cover changing access to Entities; click here to learn more about Audit Project Access.
Please note Admins can only edit user access for entities to which the Admin already has access.
Additionally, you can edit or choose which folders the user has permission to lock by clicking on the folder icon next to an entity to which they already have access.
You can also add or remove users/auditors directly from an entity itself. To do this, navigate to the Entities tab of your Admin Settings, and then search for the entity you would like to modify access to. Select the blue hyperlink showing the number of team members and auditors who have access to the entity.
From here, you can search for the user you would like to add or remove from the entity and then modify their access using the corresponding option on the right-hand side of the module access pane.
Note: When a user has not created their account but received their account invitation, they may need to have the account invitation resent to them. This can be done by an admin when you see the user account is pending. When you select the "Access" drop-down, then resend invite can be selected. Also, if you remove a user, this will not remove historical sign-offs within the application by that user