The following firm settings are available for Axcess Engagement: Engagement Types, Export Engagement List to Excel and Firm Options. Users can view the License Status within Firm Settings.
To access these options, the user must be in a Permission Policy where the Resource Group is set to "Administrative Settings" or "Access to administrative settings firm wide." Additionally, a Role with individual Firm Settings permissions, such as Firm Options or License Status, must be selected. Failure to do so will prohibit user access to the Firm Settings.