Please Read this Guide before you continue
Under the terms of your Membership of the Exchange Platform all Qualified or in Course of Qualification Accountants in your practice may become Certified Users with full access to the Platform.
There are three roles to be allocated:
The publisher is responsible for the day to day management of Listings, such as adding new listings, amending listings and issuing and replying to queries from other Publishers. They are the initial point of contact for CIEX queries in the Practice. The Practice decides on the number of Publishers they require. All Publishers must be Qualified Accountants.
The administrator is responsible for the back office duties relating to CIEX, such as adding and subtracting users, verifying and allocating invoices re listings or amending the Practice profile. There may be up to two Administrators. The Administrator does not need to be a qualified accountant.
Both of these duties may be performed by the same person.
All other Qualified or in-course of Qualification Accountants in the Practice are entitled to access as Certified Users. Certified Users have full search and watch facilities. They liaise with the Publisher to initiate contact with suitable Listing parties. It is to the benefit of the Practice that as many Certified Users as possible exist as they will be the opportunity generators for the Practice.