IndiaAuditLens
Manage engagement team, disclosures, links, and activity
Use the engagement's in-page tabs to assign participants, connect related records, capture non-ledger disclosure facts, and review the file's activity trail.
By IndiaAuditLens product team · Updated 2026-10-05
Before you begin
Open the correct client and engagement, then confirm the financial year and engagement type. Check that your role allows the intended preparation or review action. Make sure the latest source data and supporting evidence are available. Review outstanding prerequisites before moving the engagement to its next stage.
Add or remove a team member
Team has two tabs: Engagement team (the firm's people) and Client team (the client's people). The open tab stays in the page address, so a link can open either one.
Open the engagement and choose Team. It opens on Engagement team. Click Add team member. Select an existing active person from the firm team. Add or invite people from Settings → Team management first; the engagement does not create people. Select Article, CA, Senior CA or Partner. Click Add member and verify the person and role in the table. Use Change role to update the assignment immediately. Use Remove to remove only this engagement assignment. The person remains in the firm team.
CA includes Article work rights, Senior CA includes CA rights, and Partner includes Senior CA rights. Each level can approve work done by a lower level. Only assigned firm members can see and work on the engagement. Client users are added on the Client team tab.
Add the client team
Open Team and choose Client team. Click Add client team member. Either choose From client's team and pick someone already on the client's own team, or (a Partner) choose Invite new and enter their full name, email and client access (Client User or Client Admin). Choose their engagement role: Client Contact (no findings or data uploads), Client Reviewer (can view findings) or Client Uploader (can upload data). For someone already on the client's team, the role their client access suggests is preselected. Click Add to engagement, or Send invitation. An invited person sets their own password…
To change a client team member's engagement role, remove them and add them again with the new role.
Before removing/changing a member, reassign owned tasks, findings, requests and review work. Client contacts should receive only the access intentionally granted for the engagement; adding them does not make internal evidence client-visible by default.
Review engagement connections
Open Connections. Review linked documents, clients, engagements or other supported record types. Open a connection to verify the target and your access. Add a connection by selecting the supported type and exact target. Remove an incorrect connection only after confirming it is a link, not the underlying record.
Connections are navigation/context links. They do not copy evidence or override permissions.
Capture disclosure inputs
Structured Disclosure Inputs store facts that may not come from the ledger but feed financial statement notes or audit procedures.
Open Disclosures (or Disclosure Inputs, as labelled in the engagement navigation). Expand the relevant section. Enter required dates, text, choices or schedule rows. Attach/cross-reference the underlying evidence in the approved workpaper location. Click Save. Reopen the section and verify that the values persisted. Revisit affected financial statements/disclosure checks after changing a saved input.
Do not use a disclosure input to adjust ledger balances. Use a supported adjustment/reclassification and preserve the reconciliation between ledger and disclosure facts.
Review the activity log
Open Activity Log inside the engagement. Filter by actor, action and date where available. Review creation, edits, imports, status changes, approvals and other file events. Open event detail or export only when authorised and required for evidence. Compare the activity record with the underlying saved state; an activity entry does not prove the professional conclusion was correct.
Activity history is evidence. Do not delete/recreate work to obscure an earlier action.
Expected result
The engagement has the correct internal/client participants and roles, verified record links, complete evidence-backed disclosure inputs, and a traceable activity history.