Onboard team members the right way - assign roles, flag conflicts of interest, and send invites automatically.
It is important to use the following process to add new users. If they attempt to create an account using www.Auditelligence.com they will be creating a new organization where they are the administrator.
Navigate to "User Management"
Users can have one of three statuses: 1) active - they have been invited and accepted 2) pending - they have been invited but have not yet accepted 3) expired - they were invited but did not accept in the 7 days invite window Users with a status of pending or expired may need to be reinvited rather than added.
Click "Add new user" in the top right corner.
Input the future user's first and last name.
Input the future user's email address.
Select the role or roles the user will have.
Optionally, identify any potential conflicts of interest.
Identifying conflicts of interest will ensure audit objectivity and is a requirement by most standards. When an auditor has a conflict of interest, they will not show as an option for that process when scheduling.
Click "Save" and the system will send the individual an email inviting them to join the organization in using Auditelligence.
You're all set!
You've completed all 7 steps for Add a New User. If you have any questions or run into any roadblocks, our support team is here to help.
Contact SupportWhat's next?
Related guides and recommended next steps in Auditelligence.