Adding a user to an audit
Roles and permissions
The following roles can add a user to an audit:
Administrators
Compliance managers with manager permissions for the audit
Users with manager permissions for the audit
Note
A user does not need to be added to an audit to be added to a request! Steps for adding a user to a specific request can be found here.
In the Audits module, managers have access to all proof within an audit, but contributors do not. This helps protect sensitive data that some users shouldn’t see. As a result, only managers can export audit proof.
To add a user to an audit:
From the left menu, select Audits.
Select your audit.
Click the + icon in the upper-right corner.
The Add a new member window opens.
From the Name drop-down menu, select the user you want to add.
In the Role field, select the object role for this user.
Optionally, enter a message.
Click Add.
The user is added to the audit.
If notifications are enabled, an email is sent notifying the user that they have been added.