Summary

Learn about engagement settings and how they are used in MindBridge.

Go to the Engagement settings page

1. Select the logo in the MindBridge sidebar.
   You will go to the Organizations page.
2. Select View in line with the organization you want to see, or click anywhere in the row.
   You will go to the Engagements page.
3. Select the gear icon ( ) line with the desired engagement.
   You will land on the General settings tab on the Engagement settings page.

Tip: If you are already in an engagement, simply open the sidebar and select Engagement settings ( ).

Overview

The engagement settings allow you to tailor the following settings across your analyses within a specific engagement.

• General settings
• Access management
• Ratios
• Risk scores
  
  

General settings

Adjust the industry, ERP (or applicable financial management system), fiscal start month, reporting period, and more.

Learn more about general settings.

Access management

View and manage which users have access to the engagement and what role they have.

Learn more about access management.

Ratios

Create custom ratios, edit and duplicate existing ratios, and select which ratios to leverage on the Ratios dashboard within your engagement.

Learn more about ratios.

Risk scores

Risk score settings within an engagement allow you to tailor the analyses to your client's unique needs. You can adjust control point weights, add or remove control points from a risk score, and disable risk scores.

Learn more about risk scores.

Anything else on your mind? Chat with us or submit a request for further assistance.

Related articles

• FAQ: Engagement settings