> For the complete documentation index, see [llms.txt](https://engyon.gitbook.io/engyon/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://engyon.gitbook.io/engyon/training/training-english/module-1-roles-and-permissions.md).
# Module 1: Roles and Permissions
Access to an organization or audit engagement in Engyon is granted through roles, each with a predefined set of permissions. A user's permissions determine which actions they can perform within the platform. This allows organizations to control access to information and functionality with a high level of detail.
In this module, you will create an audit engagement, invite your audit team with the appropriate roles, and have each team member confirm their independence. Once completed, audit work can begin.
1. `Admin` If the client has not yet been created, navigate to `Options` (bottom left) and open `Organisation`. Refer to the `Admin Training` (from section 4 onwards). Open the `Clients` tab and create a new client.
2. `Admin` Navigate to `Options` and open the `Organisation` page from the menu.
3. `Admin` Click `+Audit` in the top-right corner.
4. `Admin` Create a new audit by clicking the create audit button.
Configure the audit as follows:
* Audit Name: `Fictiva Audit 2025 Team X`
* Audit Type: `Consolidated Audit`
* Methodology Package: `FI NL GAAP - 2026`
* **Important:** Always select the latest Engyon methodology package (`2026`), even when auditing financial statements for `2025` or earlier periods.
* Audited Entity: `Fictiva Holding`
* Audit Period: `01/01/2025 - 31/12/2025`
* Language: `English`
* Currency: `Euro`
* Configuration: Organisation-level default settings will automatically be applied.
5. The engagement will be created and be `initializing` in the background. The user creating the audit is automatically assigned the role of `Partner`.
6. `Admin` / `Auditor` Once the audit has finished `initializing`, click the audit name to open the audit. You will be taken directly to the `Settings` page.
Alternatively:
* Navigate to `All Audits` from the navigation bar (Top left corner)
* Open the audit from the dashboard.
### Inviting the Audit Team
7. `Auditor` There are two ways to add team members:
**Option 1**
* Open `Settings` within the audit in the navigation bar.
* Navigate to the `Auditor Team` tab.
* Click `+ Add Team Member.`
**Option 2**
* Navigate to `Procedures` in the navigation bar.
* Open `Engagement Acceptance`.
* Select the procedure `Confirmation of independence of team members`.
* Click `Add Team Member` to invite users to the auditor team.
### Confirming Independence
8. `Everyone`
* Refresh Engyon in your browser.
* Open the audit `Fictiva Audit 2025 Team X`.
* Open the procedure assigned to you from the dashboard.
9. Confirm your independence by opening the assigned procedure, by clicking on the titel `Declare that you are independent with respect to the client or a related party`.
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10. Complete the activity and submit your response.
1. In the top leftcorner you see a Checklist that is internal documentation within Engyon, to help you understand what you need to do within the page to close the execution.
2. This automatically is checked-in, once you complete the stepts.
11. Close the procedure by clicking the Status bar `In Progress` in the top-left corner of the screen.
12. Click `Close Execution`.
13. The procedure is now ready for review.
14. Assign a reviewer by clicking the question mark icon.
A colleague with the role `Auditor` or `Engagement Leader` can review and approve the procedure.
15. Once approved, the `Status` of the the procedure is `Completed` and locked.
16. You can add a Voluntary review by clicking the + icon next to Work Reviews. The voluntary review is logged.
The relationship between roles and permissions is predefined and forms part of the Engyon product and methodology training.