Permissions for Audit Management Roles
The following permissions are enabled for the Site Admin, Audit Manager, and Auditor roles in the User Settings.
Audit Permissions
|
Key |
Description |
Role |
|---|---|---|
|
Create a New Audit |
Allows the user to create a new audit. |
Site Admin Audit Manager |
|
Delete Audit Scope |
Allows the user to delete the scope/workpaper of an audit. |
Site Admin Audit Manager |
|
Approver of an Audit |
Allows the user(s) to be an approver of an audit. |
Site Admin Audit Manager |
|
Audit Custom Dashboards |
Allows the user to see and access the dashboards option in Audit Management Module. |
Site Admin Audit Manager |
|
Change of the Audit Workflow Stage |
Allows the user to change the audit workflow stage. |
Site Admin Audit Manager |
|
Audit Task Rule Configuration |
Allows user to view, create, edit, and delete Audit Task email rules. |
Site Admin Audit Manager |
|
View Audit Tasks |
Ability to view audit tasks. |
Site Admin Audit Manager Auditor |
|
Auditor(s) of an Audit |
Allows the user(s) to be the auditor for an audit. |
Site Admin Audit Manager Auditor |
|
Send Audit Task List Email |
Allows user to select tasks within audit and send an assignment email. |
Site Admin Audit Manager |
|
View Audits Page |
Allows the user to view the Audits screen. |
Site Admin Audit Manager Auditor |
|
Edit Audit Attributes Groups |
Allows users to edit audit attribute groups. |
Site Admin Audit Manager |
|
Create Audit Tasks |
Allows the user to create tasks associated with an audit. |
Site Admin Audit Manager Auditor |
|
Audit Attribute Manager Menu |
Allows users to view the Attribute Manager menu. |
Site Admin Audit Manager Auditor |
|
Audit Management |
Ability to view Audit Management module. |
Site Admin Audit Manager Auditor |
|
Edit Audit Attributes |
Allows users to edit audit attributes. |
Site Admin Audit Manager |
|
Audit Manage Workflows |
Allows users to use view, create, edit, delete, and define default workpaper workflows. |
Site Admin Audit Manager |
|
Edit the Audit Scope |
Allows the user to edit the scope of an audit. |
Site Admin Audit Manager |
|
View all Audits |
Allows the user to view all audits, even unassigned audits. |
Site Admin Audit Manager |
|
Audit Change Workflows |
Allows user to create, edit, delete, and publish custom workflows. |
Site Admin Audit Manager |
|
View Audit Attributes |
Allows users to view audit attributes. |
Site Admin Audit Manager Auditor |
|
Edit Associated Audit Tasks |
Allows the user to edit tasks associated with an audit |
Site Admin Audit Manager Auditor |
|
Audit Bulk Import Tasks |
Allows user to view the Create Audit Tasks Import Template and the Create Audit Tasks Import Type. |
Site Admin Audit Manager |
|
Delete Audit Associated Tasks |
Allows the user to delete tasks associated with an audit. |
Site Admin Audit Manager |
|
Edit Audit Attachments |
Allows the user to edit attachments on an audit. |
Site Admin Audit Manager Auditor |
|
Custom Email Audit Management Template View |
Allows user to see and manage the Audit Management notification email templates. |
Site Admin Audit Manager Auditor |
|
Edit Audit Metadata |
Allows the user to edit metadata of an audit. |
Site Admin Audit Manager |
|
Audit Tasks Organization View |
Allows users to view the audit tasks for the organization. |
Site Admin Audit Manager |
|
Add Audit Attributes |
Allows users to add audit attributes. |
Site Admin Audit Manager |
|
Add Audit Attributes Groups |
Allows users to add audit attribute groups. |
Site Admin Audit Manager |
|
Delete Audit |
Allows the user to delete an audit. |
Site Admin Audit Manager |
|
Download Audit Attachments |
Allows the user to download attachments from an audit. |
Site Admin Audit Manager Auditor |
|
Ability to View Audit Reports |
Ability to view audit reports. |
Site Admin Audit Manager Auditor |
|
View Audit Workpapers |
Allows the user to view the workpapers within an audit. |
Site Admin Audit Manager Auditor |
|
View Audit Attributes Groups |
Allows users to view audit attribute groups. |
Site Admin Audit Manager Auditor |
|
Ability to add Attachments to an Audit |
Allows users to view audit attribute groups. |
Site Admin Audit Manager Auditor |
|
Export Audit Report |
Allow user to export audit report. |
Site Admin Audit Manager |
Workpaper Permissions
|
Key |
Description |
Role |
|---|---|---|
|
Download Workpaper Attachments |
Allows users to download attachments from a workpaper. |
Site Admin Audit Manager Auditor |
|
Delete Scope/Workpaper of Audit |
Allows users to delete the scope and workpaper of an audit. |
Site Admin Audit Manager |
|
Workpaper Bulk Import Tasks |
Allows users to view the Create Workpaper Tasks import template and the Create Workpaper Tasks import type. |
Site Admin Audit Manager Auditor |
|
Edit Workpaper Attachments |
Allows users to edit attachments on a workpaper. |
Site Admin Audit Manager Auditor |
|
View Workpapers Page |
Allows users to view Workpapers screen. |
Site Admin Audit Manager Auditor |
|
Evidence Portal Delete Project |
Allows users to delete a project in Evidence Portal. |
Site Admin Audit Manager |
|
Organization Workpaper Tasks View |
Allows users to view all workpaper tasks for the workpaper. |
Site Admin Audit Manager |
|
Create Workpaper Tasks |
Allows users to create workpaper tasks. |
Site Admin Audit Manager Auditor |
|
Ability to Add Attachments to a Workpaper |
Allows users to add attachments to a workpaper. |
Site Admin Audit Manager Auditor |
|
View Workpaper Tasks |
Allows users to view workpaper tasks. |
Site Admin Audit Manager Auditor |
|
Delete Workpaper Attachments |
Allows users to delete attachments from a workpaper. |
Site Admin Audit Manager Auditor |
|
Evidence Portal Create Project |
Allows users to create new project in Evidence Portal. |
Site Admin Audit Manager |
|
View All Workpapers |
Allows users to view all workpapers, even unassigned. |
Site Admin Audit Manager |
|
View Workpaper Attachments |
Allows users to view the workpaper attachment. |
Site Admin Audit Manager Auditor |
|
View Audit Attachments |
Allows users to view attachments to an audit. |
Site Admin Audit Manager Auditor |
|
Delete Audit Attachments |
Allows users to delete attachments from an audit. |
Site Admin Audit Manager Auditor |
|
Edit Workpaper Tasks |
Allows users to edit workpaper tasks. |
Site Admin Audit Manager Auditor |
|
Move Workpaper Through Workflow |
Allows users to move workpapers through the workflow. |
Site Admin Audit Manager Auditor |
|
Edit Workpaper Metadata |
Allows users to edit the metadata of a workpaper. |
Site Admin Audit Manager Auditor |
|
Delete Workpaper Tasks |
Allows users to delete workpaper tasks. |
Site Admin Audit Manager Auditor |
Finding Permissions
|
Key |
Description |
Role |
|---|---|---|
|
Edit Finding Attachments |
Allows users to edit attachments/ links on a finding. |
Site Admin Audit Manager Auditor |
|
Remove Finding Attachments |
Allows users to remove/ delete an attachment from a finding. |
Site Admin Audit Manager Auditor |
|
Delete Finding |
Allows users to delete a finding. |
Site Admin Audit Manager |
|
Download Finding Attachment |
Allows users to download finding attachments. |
Site Admin Audit Manager Auditor |
|
Remove Finding Link |
Allows users to delete finding links. |
Site Admin Audit Manager Auditor |
|
View Finding Link |
Allows users to view finding links. |
Site Admin Audit Manager Auditor |
|
Delete Finding Tasks |
Allows users to delete finding tasks. |
Site Admin Audit Manager Auditor |
|
Create Finding Tasks |
Allows users to create a finding tasks. |
Site Admin Audit Manager Auditor |
|
Add Finding Link |
Allows users to create finding links. |
Site Admin Audit Manager Auditor |
|
Move Findings Through the Workflow |
Allows users to move findings through the workflow. |
Site Admin Audit Manager Auditor |
|
View All Findings Tasks for an Organization |
Allows users to view all finding tasks for an organization. |
Site Admin Audit Manager |
|
Organization Findings View |
Allows users to view the findings in the organization. |
Site Admin Audit Manager |
|
Add Finding Attachments |
Allows users to add attachments/ links to findings. |
Site Amin Audit Manager Auditor |
|
Edit Audit or Workpaper Findings |
Allows users to edit a finding on an audit or workpaper. |
Site Admin Audit Manager Auditor |
|
View Tasks on Assigned Finding Tasks |
Allows users to view all task on any assigned finding task list (i.e. users can view all tasks for all findings in their view). |
Site Admin Audit Manager Auditor |
|
View Audit or Workpaper Findings |
Allows users to view findings on an audit / workpaper. |
Site Admin Audit Manager Auditor |
|
Audit Bulk Import Findings |
Allows users to view the Create Finding import template and the Create Finding import type. |
Site Admin Audit Manager |
|
View Finding Attachments |
Allows users to view, download, and select attachments/ links from findings. |
Site Admin Audit Manager Auditor |
|
Edit Finding Attachments |
Allows users to edit finding tasks. |
Site Admin Audit Manager Auditor |
|
Edit the Action Plan of a Finding |
Allows users to edit the action plan of a finding. |
Site Admin Audit Manager Auditor |