Set up and configuration

UpdatedMay 24, 2024

Audit permission levels

If you have access to internal audit you will have two additional user permissions: Audit Contributor and Audit Manager. Existing Administrators and Audit Managers can assign these roles on a user-by-user basis.

Step 1

Go to the People tab, access the Users subtab and double click on the relevant user. 

Step 2

Find the User Permissions option and click change.

Step 3

Select the appropriate audit user permission.

Permission name	Permissions
Audit Contributor	Enter and edit audit data.
Audit Manager	Approve, enter and edit audit data as well as assign audit contributors.

Add a new business unit

A business unit refers to a department or other distinctive subsection of your organisation. Different business units will usually have separate compliance requirements and might need to complete different audits.

Once users with audit manager permissions have created a business unit, they will be able to assign audits to that business unit.

Step 1

Access the Admin tab and click the Business Units sub tab. 

Step 2

Click Add New Business Unit 

Step 3

Fill out the necessary information and click Save. 

Field	Description
Business unit name	The name of the subsection within your organisation.
Type	The type of business unit. This section is optional.
Services provided	The services the business unit provides. This section is optional.
Description	Key information about the business unit.

Edit business unit

Step 1

Access the Admin tab and click the Business Units subtab. 

Step 2

Click once on the business unit you want to edit and click Open Details.

Step 3

Click Edit. 

Step 4

Make the necessary changes and click Save. 

Delete business unit 

Step 1

Access the Admin tab and click the Business Units subtab.

Step 2

Click once on the business unit you want to delete and click Delete.

Step 3

Confirm the deletion.

General