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How to troubleshoot "You are not authorised to perform that action" error in Active Workpapers

To assist users in resolving the "You are not authorised to perform that action" error in Active Workpapers.

Issue

This error occurs when you don't have the right permissions, or aren't assigned to the correct office, in Active Workpapers.

Error message

"You are not authorised to perform that action. Sorry, your user account does not have appropriate permissions to perform that action. Contact your firm administrator to acquire access."

Steps to resolve

  1. Check the office location

    • The file you're trying to access may be linked to a different office.

    • Contact your firm administrator to confirm where the file is stored.

  2. Update your office assignment

    • Ask your firm administrator to move the file to your current office, or to add you to the office where the file is located.

  3. Verify your permissions

    • Ensure your role (for example, Manager or Reviewer) has the right access.

  4. Log out and back in

    • Once the changes are made, log out and log back in to apply the updates.

Need help?

Contact your firm administrator for further assistance.

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