India Audit Lens
Configure work teams, activities and rights history
Use Settings → People → Roles & permissions → Work teams to assign people to client work. Workspace administration controls who manages the firm; a work team controls what its people may do within that engagement or…
By India Audit Lens product team · Updated 2026-09-10
Create and activate a team
As the current workspace Owner, select Create team. Select Engagement, GST, TDS/TCS or ITR. Choose a workspace module default or the listed client work. An engagement or return's Work team button selects its exact scope for you. Enter the reason and save the draft. Open the team and select Add assignment. Choose an active workspace member and their Manager, Approver, Partner or Preparation team responsibility. Review the activity checkboxes. Set an optional expiry and enter a reason. Select Save draft. Repeat for other people; several people can hold the same responsibility. Select Review…
Draft assignments do not change access. Once active, the selected team controls that scope immediately. An exact work team replaces the module default; an exact GST/TDS return team replaces the registration default. People without an active assignment in the applicable team cannot use that work through an old designation or override. The Owner can administer the team but also needs a work assignment to perform adopted client work.
If another person changes the team or its access sources during your review, refresh the preview and confirm it again. Stale changes never silently overwrite the latest saved rights.
Activities and higher responsibilities
Higher responsibilities inherit ordinary activities from lower responsibilities in the same team. This applies only to that work. Import, preparation, checks, approval, export, sign-off and return transmission remain distinct activities. Existing readiness, professional signatory and filing restrictions still apply.
A person with team-management rights can manage lower responsibilities within their own activities and expiry. They cannot change their own assignment, peers or superiors, or grant the personal self-approval exception. The Owner manages these exceptions and activation.
Self-review and approve
Self-review and approve is off by default, including for Partners. Only the Owner can explicitly grant it to a person. It is not inherited by anyone else.
When that person approves work they prepared, the application asks for the reason. Enter an explanation and confirm the review. Cancelling leaves the work unapproved. A successful use records the person, scope, reason, time, authorising assignment revision and available work/version evidence. It does not make the person eligible for partner-only sign-off or permit transmission by itself.
Change, revoke or expire an assignment
Open the team, select Edit or Revoke, enter the reason and save. Active-team changes take effect immediately. Expiry stops access at the configured time; the audit history may record the expiry observation later. Revoked and expired assignments remain visible for review.
Review permanent rights history
Open Change log. Each supported event shows who changed the rights, the person and work affected, the reason and when it was recorded. Expand Before and after to inspect saved values. Draft events have a Draft plan label. Activation records both the team decision and each affected person's rights.
The history also includes supported membership, invitation, designation, override, ownership and expiry changes. Older events without original field snapshots say so; current rights are not used to invent missing history.
Other permissions and user overrides
Other permissions retains the role matrix for workspace functions and work that has not adopted a team. Select or clear the intended cells, then choose Save changes. Reset discards unsaved cell changes only.
User overrides remain available from the member's Permissions control in Team management. Review effective permissions, choose the grant/revoke action, enter a reason and optional expiry, then save. An override cannot bypass the active team for adopted client work.