FloQast Admins have the ability to invite Auditors to access FloQast for better transparency on the close. Granting access takes place in two locations, FloQast and OneDrive.
1. To add an Auditor in FloQast, simply go to the Team Members tab in Admin Settings. Under the Invite Auditor section, enter the email address. After clicking Add Auditor, you will be prompted to select which entities to grant access to.
Before granting access in OneDrive, it is a good idea to review OneDrive's Default link type.
- Go to admin.onedrive.com
- Open the Sharing tab, and review the Default link type.
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Auditors will be able to click the document hyperlinks in FloQast and view the OneDrive files. If these are your settings, you may stop reading because no further action is required. |
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Auditors will NOT be able to click the document hyperlinks in FloQast, and they will not be able to view the OneDrive files. This setting will not work because the auditor is from an external Microsoft domain. You'll need to change to the above or below settings. |
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You will need to share the FloQast folders in OneDrive directly with the auditors (using their O365 accounts). |
2. To add an Auditor in OneDrive, navigate to the FloQast folder in the web version of OneDrive. Select the FloQast folder and use the 3 dots to Manage Access. Under the Manage Access menu, click the "+" to add the Auditor's email address. Select the "Can View" option from the drop down, then click Grant Access.
Now that the folders have been shared with your auditor, they are part of "Direct: Specific people" so they can click the doc hyperlinks and view the OneDrive files.
Note: Your org may have advanced security settings regarding external sharing.
If you see this message:
Check admin.onedrive.com under the External Sharing section:
- Your org prohibits sharing externally, so folders cannot be shared with auditors unless this setting is changed.
- Your org says that external sharing is allowed only if the external users are first invited as a guest (basically approved as an external user in your Azure Directory)
- In the Microsoft Azure Portal > Active Directory > Users > + New guest user and add the auditor as a guest. This does NOT use one of your org's O365 licenses since it is a guest in the tenant. The auditor does need to have their own O365 license from their own tenant.
Try sharing the OneDrive folder with the auditor again, and it should be allowed since they are now an approved External User in your tenant.
Now that the folders have been shared with your auditor, they are part of of "Direct: Specific people" so they can click the doc hyperlinks and view the OneDrive files