Inviting NDIA Auditors to your Account

Overview

The Auditor access feature allows organisations to grant NDIA auditors temporary, read-only access to specific Participants within their account.

This enables auditors to review Participant information and Reports without making any changes to data.

Key points:

• Auditor accounts provide read-only access only.

• Access can be limited to specific Participants.

• Auditor accounts do not count toward your user limit and do not incur any charges.

• Auditor access is automatically deactivated after 14 days.

Inviting an Auditor

Follow these steps to invite an NDIA auditor to your account.

1. Navigate to Users in the main menu.

2. Click Invite User.

3. From the User Type options, select Auditor.

4. Review and confirm the acknowledgement to continue.

5. Enter the auditor’s information, ensuring that a valid email address is provided.

6. Click Invite User.

A notification will appear confirming that:

• You are inviting an Auditor.

• The auditor will receive an email with instructions to activate their account.

• Click Confirm to proceed.

Assigning Participants to an Auditor

Once the auditor has been invited, you can assign which Participants they are allowed to view.

1. Navigate to the Auditor’s user profile.

2. Select Participants from the profile menu.

3. Click Update in the top-right corner.

4. Choose the Participants from the drop-down list that the auditor will access.

5. You can select multiple Participants if required.

6. Click Update to save the changes.

The selected Participants will now appear in the Participants tab of the auditor’s profile.

What Auditors Can Access

Auditors will be able to view information related only to the Participants assigned to them.

They will have access to:

• Dashboard

• Participants

• Reports

All access is read-only, ensuring auditors can review information without modifying any records.