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Module: Admin - How to Get Started

Purpose: To enable AuditDesk module & role access controls

To Access: Admin Module > User Access Control

'AuditDesk' is an audit actions management and reporting module that helps users easily track and monitor outstanding recommendations from internal & external audits, penetration tests, reports and other reviews where recommendations need to be addressed – keeping everything in one clear, actionable view.

Below are the steps that need to be performed to enable the Audit Desk module and an explanation of different roles within this module.

Instructions:

1. Log into the admin module and navigate to the User Access Control screen
2. Select the relevant company in the dropdown box in the top left of the screen
   
3. Then select the User you want to grant access to Audit Desk in the box below
4. In the dropdown list of your org unit (within the middle panel), select the parent organisation unit – in the screenshot above, the parent org unit is "Demo"
5. Once selected, go to the special functions box on the bottom right of the screen and here you will find the three different roles within Audit Desk:
   
   

   Role Name	Explanation	Permissions
   Report Creator	The report creator has full access to all capabilities and functionality within Auditdesk. This includes: Creating and editing reports Adding and Managing actions within each report Allocating responsible owners to reports and actions Setting and extending due dates Access to dashboard visualisations Quick Reporting functions Confirming when actions are completed Managing report status and workflow progression Typical Users: Chief Audit Executive, Finance Manager, Internal Auditor and Risk & Compliance Officer.	Read, Write, Confirm (ALL Screens)
   Report Reader	Selecting this role allows the user to view all screens, reports and action details within AuditDesk. This role cannot edit. This role was designed specifically to give high level users, such as audit committee members or senior level individuals, the ability to dive deeper into action details beyond the initial reports generated.
   Action Editor (Actioner)	An action editor (actioner) is a user who only has the functionality to view the details of an action allocated to them, leave progress notes and update an actions status & date once it is complete. Actioners can also write a progress note on an action.	Write access (Action screen only)

6. Once you’ve selected the relevant Audit Desk Role – click Save.

You should now be ready to use Audit Desk!

See also:

    Reports Register

    Report Details (Add a New Report)

    Audit Action

    Actioner’s Screen