In a separate section of Manage Teams, an Auditor can be invited to FloQast. You can see when they were invited, which companies they have access to, and deactivate the user under Manage Access. By default, the Auditor user has read-only access to view Dashboard, Checklist, and Reconciliations. However, Admins can now select one, none, or all of the following options:
- Allow Document Access
- Show Signoff Dates
- Show Review Notes
If no options are selected (default access), auditors will not have document access, a view of sign off dates or review notes.
Allow Document Access will grant auditors access to click, view, and download support documentation within FloQast.
Show Signoff Dates will give auditors visibility to the date on which items within FloQast were completed and who completed them.
Show Review Notes will allow auditors view-only access to review notes. The auditor will not have access to the Review Notes page.
Things to know:
- Only Admins and Sys-Admins can invite/edit/remove auditors from FloQast.
- When the default Auditor role is changed, the change is applied to all Auditors in FloQast. Auditor roles cannot be modified individually.
- Auditors cannot be assigned review notes, be assigned to tasks, run reconciliations, or download checklist/reconciliations exports.
You can also convert any *users to auditors or convert auditors to users.
*Please note that if you are converting a user to an auditor and you receive an error message, there is a good chance that this particular auditor was already added to FloQast as an auditor for a different company. Please contact firstname.lastname@example.org and the support team will assist.