Answer: Yes, by adding them as a User and scheduling a visit for each client they need to review.
Add User per directions below:
- Go to” Admin” on the toolbar
- From sub-menu select New
- Next menu select “User” at the bottom of the list
- Enter information with the RED*. Note: You will need a valid e-mail address
- Select a Role
- In the next box, select the Permissions
- When done click ADD USER
- Create a password to allow access to software.
TIP: Delete this “User” after auditing is complete.