Use this article to find out who can change a workpaper's assignees, and what to do if you need a change made.
Assignee permissions depend on two things: your firm role, and whether you're assigned as the workpaper's Approver. The table below shows what each firm role can update.
Firm role | Can update |
User | Can't change any workpaper assignee, unless they are the workpaper's Approver. |
Manager | Reviewers, Preparers, Guests. |
Administrator | Reviewers, Preparers, Approvers, Guests. |
If you don't have permission to make the change you need, ask a Manager or Administrator, depending on which assignee type needs updating.
Exception: if you're the approver
If you're already assigned as the Approver on a workpaper, you can update that workpaper's Approver, Reviewer, Preparer, and Guests. This applies no matter your firm role - User, Manager, or Administrator.