Overview
The multi-engagement creation feature allows users with the Relationship Manager role and above (user profile permissions list) to create multiple engagements under the same Team profile. This is intended to speed up the onboarding process for clients who manage multiple entities/engagements.
Creating Multiple Engagements
To create multiple engagements, click the Create new engagement drop-down menu, then Add Multiple Engagements.
The Create Multiple Engagements form will open. Next, you will be asked to fill in the Team details.
- Engagement Owner - (Required)
- Backup Owners - (Optional)
The Team members will be people at your firm who also need access to the engagement's data. They will also be assigned to each additional engagement created during this process.
Next, you will be able to create the specific engagements that comprise this group.
Click on the + Add Engagement button to begin.
This will open a modal where you will fill in the following details:
- Engagement Name (Required)
- External Engagement ID (Optional)
- Key Contact (Required)
- Additional Contacts (Optional)
You can also tick the checkbox to "represent this engagement yourself" when uploading on behalf of the client. If you already added a user and then checked this box, the first user will automatically be added as an additional contact.
Once the required fields are filled out, click Add. Repeat this process for each needed entity.
Adding Client Contacts
You can also invite a new client contact by clicking the + Add New Contact button. Here you will be required to enter:
- First Name (Required)
- Last Name (Required)
- Email Address (Required)
Once the form is completed, the Invite button will become active. Clicking this button will send an invitation email to the new contact and automatically add them to the Additional Contacts field.
Managing Additional Engagements
Once you’ve added engagements, they will appear under the Engagement Details section as a list.
Actions Available:
- Edit: You can edit engagement details by clicking the pencil icon.
- Clone: You can clone an engagement by clicking the copy icon.
- Delete: You can delete an engagement by clicking the trash icon.
Additional Settings
In the Additional Settings section, you can configure enabled features for all engagements at once by selecting the appropriate checkboxes.
Once you have finished creating the engagements and filling out the required files, click Create to save the multi-engagement.