Overview
When a client is first created in Audit Ally by the Enablement Team, client users are not automatically added to the platform.
Armanino Seniors and above have the permissions required to add Client Admins.
The Client Admin role provides access to both Audit Ally and Tax Advantage, as well as future platform capabilities. This role should be limited to 2-4 users, provisioned by Armanino employees.
Important QRM Guardrails:
Only invite Client Admins—not standard client users.
Clients are responsible for inviting their own team members.
Step 1: Navigate to the Client Dashboard
Log in to Audit Ally.
From the Client Dashboard, select the client you want to manage.
Step 2: Access the Manage Admins Option
On the right side of the screen, locate the Client Contacts box.
Click the Manage Admins button at the top of the box.
Step 3: Add a Client Admin
Click Add Client Admin.
Enter the following details:
First Name
Last Name
Email Address
Click Add Admin.
This sends the user an email with:
A direct link to the login page.
A temporary password that expires within 7 days.
Step 4: Client Admin Account Setup
The invited user logs in using the temporary password.
They will be prompted to scan a QR code using a third-party authenticator app (e.g., Okta, Microsoft Authenticator, Google Authenticator).
Important: All client users must use an authentication app. There is no alternative to MFA.
Enter the 6-digit code from the authenticator app to verify identity.
Step 5: Adding Additional Users
Once the Client Admin account is created, they can:
Add additional users to their instance via the User Management window.
Assign roles for Audit Ally, Tax Advantage, or both.
Roles Available:
Administrator (elevated role)
Audit Ally
Tax Advantage
All users have the same level of access within their assigned platform.
Additional Admin Management Options
Under Manage Admins, Managers and above can:
Edit a user’s name.
Disable an admin user.
Reset MFA for users (provides a new temporary password and requires re-setup in the authenticator app).
Resend the sign-up email if the temporary password has expired (this will only be visible if the user has not yet logged into Audit Ally)
Review "Last Login" date for client accounts (NOTE: the last login refers to the last time that the user was prompted to log in with a password and MFA; this does not refer to the last time they were actively in the platform)
Troubleshooting
If clients experience issues creating accounts:
Resend the invite email or reset MFA to generate a new temporary password.
If problems persist, refer clients to the
article in the Client Help Center for further assistance and technical requirements.