Suralink - How to check client permissions to engagements

ISSUE: If a client ever reports not being able to see an engagement likely their permissions to the engagement are not setup correctly. 

RESOLUTION: Below is the process for checking a client's access to engagements in Suralink.

• Open Suralink 
• Find the client in your client list and open so you can see all Engagements, Client Users, and Team Members
• Find the user in question under Client Users
• Select the star next to their name
  
• Once you select the star, the following options appear: 
  • Grant access to a limited number of Engagements by selecting the "Limited Access" radio button and then checking the boxes next to the desired Engagements
  • Grant "Access to all Engagements" which will place checkmarks next to all Engagements, even Inactive ones
• Once you have checked the desired options select Apply in either location to save the changes
  
• Reach out to the client and have them try to access the Engagement again

*Note*: Either you or the client can also utilize the My Support link at the bottom of the browser window for assistance