Custom Permissions for Auditor Role

Custom Auditor Roles

This is an enhancement to our Auditor role release from March of this year.

Previously, we took a conservative approach to the auditor’s access within FloQast. By default, they could not view sign off dates or review notes. However, now Admins can select can 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.