Not every user in ART can see your account. Only people who are assigned the roles related to your account can see it.
The following individuals can see your account:
- Preparer of the account
- Reviewer of the account
- Backup preparer of the account
- Backup reviewer of the account
- System Admin / Business Admin
- View-Only roles (Executive, Business Admin, Financial Manager, Account Manager, CEO/CFO, Business Admin, User Admin, Controller) that are associated with your account.
- Audit role that is associated with your account.
Note: Audit role view is further limited through business rules built into the system. These rules can be set to:
- Ensure Audit role view certain period ranges only or all periods
- Ensure Audit role can only see open periods
- Ensure Audit role can only see closed periods
- Determine whether Audit role can see review notes
- Determine whether Audit role can see Quality Score
- Determine whether Audit role can see Rec Control Checklist
- Determine whether Audit role can see report sign-offs
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