Invite an external auditor to one audit with a link

Steps

1. 1

   Find the invite button on the audit's line

   In the Audit Hub, each audit that is under way has two small buttons at the end of its line. The first, a person with a plus sign, is Invite an external auditor. The second, a circle with a line through it, is Cancel audit.

2. 2

   Select Invite an external auditor

   Select the invite button. A box opens named External auditors, with the name of the audit. The text explains the rule: an invited auditor gets read-only access to this audit and the evidence shared with it, and nothing else in the entity.

   • Select Invite an external auditor
3. 3

   Type the auditor's name and e-mail

   In Auditor's name, type the person's full name. In Auditor's e-mail, type her work address. Both are required: the Invite auditor button stays switched off until the name has at least two letters and the address is valid.

   • Type Auditor's name: Helena Marsh
   • Type Auditor's e-mail: helena.marsh@harbourgate-audit.example
4. 4

   Set how long the access lasts

   In Access lasts, enter the number of days, here 14, enough for the fieldwork. The note under the field shows the most this entity allows. If you leave the field empty, that limit is used.

   • Type Access lasts (days): 14
5. 5

   Choose how to send the invitation

   Under How to send the invitation there are two choices. E-mail the link to the auditor lets ComplianceOS send it. Give me a link to share myself sends nothing and shows you the link. Choose Give me a link to share myself.

   • Select Give me a link to share myself

   

6. 6

   Select Invite auditor

   Select Invite auditor. A green box appears at the top with the invitation link. Read the line under it: the link is shown only once, and anyone holding it can read this audit until the date shown.

   • Select Invite auditor
7. 7

   Select Copy link

   Select Copy link, then paste the link into a message to the auditor from your own company email. Treat it like a key.

   • Select Copy link
8. 8

   Check the list of invited auditors

   Lower in the box, Invited auditors lists everyone invited to this audit: the name, the address, the date the access ends, and a label that says Active, Expired or Revoked. The new invitation is Active. Revoke ends the access at once.

9. 9

   Set the longest access the entity allows

   At the bottom is a setting for the whole entity: Longest access for auditors invited from an audit, in days. New invitations use this length unless you enter fewer days, and can never exceed it. Changing it needs the approve right. Enter 21 and select Save.

   • Type Longest access for auditors invited from an audit (days): 21
   • Select Save
10. 10

    Select Close

    Select Close at the bottom of the box. The invitation stays active until its end date or until you revoke it. The next lesson shows what the auditor sees when she opens the link.

    • Select Close