# Inviting NDIA Auditors to your Account

Source: https://docs.astalty.com.au/guide/users/inviting-ndia-auditors-to-your-account

> Invite NDIA auditors with read-only access.

> **Available on the Professional Plan**
>
> Auditor access is included on the **Professional** plan and above. The Account Owner can review your options on the [Billing](https://docs.astalty.com.au/guide/billing) page.

## 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**.
- When Astalty deactivates the Auditor, it replaces the email address on that account so the original address is no longer attached to it.

## Inviting an Auditor

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

1. Navigate to [**Users**](https://app.astalty.com.au/users) in the main menu.
2. Click **Invite User**.

![The Users page, with Users highlighted under Manage in the main menu and an arrow pointing to the Invite User button in the top right.](https://docs.astalty.com.au/assets/invite-auditor-1.png)

3. Under **User Type**, select the **Auditor** card.
4. Read the acknowledgement that appears, then tick **I understand and wish to continue**. The rest of the form only appears once you have done this.

![The Invite User drawer with the Auditor card selected and highlighted under User Type. A highlighted notice below says the Auditor is automatically deactivated after 14 days, has read-only access to assigned Participants and is not charged, above the I understand and wish to continue checkbox.](https://docs.astalty.com.au/assets/invite-auditor-2-guide.png)

5. Enter the **auditor's information**, ensuring that a valid **email address** is provided.
6. Click **Invite User**.

![The Invite User drawer with I understand and wish to continue ticked, the Personal Information and Contact Information fields highlighted, including Email, and an arrow pointing to the Invite User button.](https://docs.astalty.com.au/assets/invite-auditor-3.png)

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.

![The Inviting an Auditor confirmation dialog, saying the Auditor will receive an email to activate their account, with an arrow pointing to the Confirm button.](https://docs.astalty.com.au/assets/inviting-auditor-4.png)

## 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.

![An Auditor's profile with Participants highlighted in the profile menu, an empty Assigned Participants list reading No participants assigned, and an arrow pointing to the highlighted Update button in the top right.](https://docs.astalty.com.au/assets/auditor-participants-1.png)

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 Update Auditor Participants drawer with Elena Marchetti, Floyd Bode and Wendy Heathcote selected in the Participants drop-down, and arrows pointing to the selection and the Update button.](https://docs.astalty.com.au/assets/auditor-participants-2.png)

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

![An Auditor's profile on the Participants tab, with the highlighted Assigned Participants list showing Elena Marchetti, Floyd Bode and Wendy Heathcote.](https://docs.astalty.com.au/assets/auditor-participants-4.png)

## Assigning Users to an Auditor

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

1. Navigate to the **Auditor's user profile**.
2. Select **Users** from the profile menu.
3. Click **Update** in the top-right corner.

![An Auditor's profile with Users highlighted in the profile menu, an empty Assigned Users list reading No users assigned, and an arrow pointing to the highlighted Update button in the top right.](https://docs.astalty.com.au/assets/auditor-users-1a.png)

4. Choose the **Users** from the drop-down list that the auditor will access.
5. You can select **multiple Users** if required.
6. Click **Update** to save the changes.

![The Update Auditor Users drawer with Helena Grimes, Stella Lesch and Sally Jones selected in the Users drop-down, and arrows pointing to the selection and the Update button.](https://docs.astalty.com.au/assets/auditor-users-2.png)

The selected Users will now appear in the **Users tab** of the auditor's profile.

![An Auditor's profile on the Users tab, with the highlighted Assigned Users list showing Helena Grimes, Stella Lesch and Sally Jones.](https://docs.astalty.com.au/assets/auditor-users-4.png)

## What Auditors Can Access

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

They will have access to:

- **Participants**
- **Users**
- **Reports**

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

![An Auditor's view of Astalty, with Participants highlighted under Manage in the main menu and the highlighted My Participants list showing the three assigned Participants with their NDIS number, latest check-in and tags.](https://docs.astalty.com.au/assets/auditor-participants-3.png)

![An Auditor's view of Astalty with Users highlighted under Manage in the main menu, and the highlighted Users list showing the three assigned users, Helena Grimes, Stella Lesch and Sally Jones, with their status, email and role.](https://docs.astalty.com.au/assets/auditor-users-3-guide.png)

## Forms and Templates

Where a provider is subscribed to Premium, Auditors will also be able to view all of the account's Forms and its document and note templates. Unlike Participants and Users, this isn't limited to what's assigned to them, and there's no setting to turn it on.

- **[Forms](https://docs.astalty.com.au/guide/forms/forms)** (not displayed to Auditors for providers not subscribed to Premium): opens on **Manage Forms** (**All Forms**, the submission list, is hidden). An auditor can open any form to review its fields in the Form Builder - including **Preview** and **Download Blank Form** - but can't create, edit, publish, duplicate or submit it, and can't see its submissions, submission requests or notifications.
- **Settings > Templates** (not displayed to Auditors for providers not subscribed to Premium): auditors can browse, preview and download [document templates](https://docs.astalty.com.au/guide/settings/document-template-library) and note templates, but can't create, edit or delete them.