When Admins/System Admins invite auditors to FloQast, they can select one, none, or all of the following options:
- Allow Document Access
- Show Signoff Dates
- Show Review Notes
Allow Document Access will grant auditors access to click the document hyperlinks within FloQast. Your filenames within the Close The Books > Documents section and your Per-Excel balances throughout FloQast are all hyperlinks to the source document. Please note that allowing Auditors to click these hyperlinks does not guarantee that they can view the documents. When a document hyperlink is clicked in FloQast, the link is opened in a new tab for the auditor. At this point, the Auditor has left FloQast and your Cloud Storage access settings take over to determine whether the Auditor can view your files. Your organization settings may dictate that auditors need to be approved and/or have certain folder-level access in order to view the files that you own.
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 cannot leave new Review Notes or respond to existing Review Notes.
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.