Category: User Management

Modifying or Disabling Users
April 2, 2019

To get to the User Administration page, first, after you have logged in to the Audit Suite portal simply select “Users” from the vertical navigation on the left side of the page. How to Modify a User Either search or browse to find the user you would like to edit, once the user is identified, click on the ellipsis (...) to the far right on the row of the user, then select "Edit User" from the dropdown menu, and the Edit User dialogue box...

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Adding New Users
April 2, 2019

First, it's important to note that only users who are assigned a role of "Audit Manager" have the ability to manage, add, and remove users to the Audit Suite portal. To add a new user, simply login to the Audit Suite portal, select “Users” from the vertical navigation on the left side of the page, then when you’re on the Users page, click the “Add New User” button on the top right of the page and the New User dialogue box will...

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Understanding Roles and Permissions
April 2, 2019

When adding or modifying a user to the Audit Suite portal, you can assign the user to either of the following roles: Audit Manager - User has ability to perform all actions, including project management, request management, user administration, and category management. [1]Auditor - User has same access as Audit Manager with the exception of user administration. [1] Custodian - User can only see requests via their dashboard that they are assigned...

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