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Engagement Settings

Article author
Jonathon Plowman-Samson
  • Updated


Navigate to the engagement settings.

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

  • General settings

  • Access management

  • Ratios

  • Risk scores

General settings

Allows you to adjust the industry, financial management system, fiscal start month, reporting period, and more.

Learn more about general settings.

Access management

Allows you to view and manage which users have access to the engagement and what role they have.

Learn more about access management.


Allows you to select which ratios you wish to show or hide 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.

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