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Engagement settings: Overview

Article author
Jonathon Plowman-Samson
  • Updated

Summary

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


  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 in 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

Adjust the industry, 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

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.


Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.


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