Viewing and Editing Your User Email Settings

To view the information that displays in client emails when you are the organizer's primary firm user, do the following:

  1. Click your user name in the upper right corner of any Engagement Organizer page.
  2. Click Email Settings.

Most of the information on this page is passed from Engagement when you launch Engagement Organizer for the first time.

The CPA Email Address is used when your client clicks the Send button in the organizer. An email is sent from the client to all firm users assigned to the organizer. The rest of the information is used in the email template that is sent to your client when your firm selects to send the organizer to them and you are selected as the primary firm user for the organizer.

Notes:

  • If you modify the Settings information here, it does not transfer back to Engagement. Also, with the exception of updates to the work email address, subsequent updates made in Engagement do not transfer to Engagement Organizer. However, the CPA Email Address does update when the Engagement work email address is changed. This ensures you will receive the login verification code at the correct work email address.
  • A firm user can enter the contact name for a new client user, but only the client user can edit their name if a change is needed. The contact name is the name that is used when a client sends an email to the firm. To edit their contact names, client users can click their user name in the upper right of the Engagement Organizer page and click Email Settings.