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Engagement settings: Overview

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Engagement settings allow you to tailor the permissions and settings of a specific engagement. These settings are determined by the library that the engagement is using. Changes made within the engagement settings will override library settings, but will not affect the library itself.

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

*Note: These settings are available through the General ledger, Accounts payable, and Accounts receivable tabs within the engagement settings.

Go to the engagement settings

  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 settings icon ( Settings 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, select Settings ( Settings_icon.svg ) within the sidebar, then go to Engagement settings.

General settings

View and 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 see what role they have been assigned.

Learn more about access management


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 in the engagement settings

Risk scores

Risk score settings can be tailored within an engagement to better serve your organization's unique needs. You can adjust control point weights, add or remove control points from a risk score, and disable risk scores.

Note: App Admins may restrict how much control you have over risk settings.

Learn more about risk scores in the engagement settings


Populations are a new way of slicing and dicing your data in MindBridge, and can be set up to exclude entries from sampling, to help you focus on specific entries, and more. 

When an engagement is created, library populations are copied into the engagement settings and shared with all analyses within the engagement. Populations from completed analyses can also be added to the engagement settings for use in future engagements.

Learn more about populations in the engagement settings

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

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