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Give an auditor access

Where: Trust Management → Audit, or open Audit.

Who: admins.

1. Add the audit company​

  1. Open Audit and click Add Audit Company.
  2. Choose the Auditor Company and its Role: External Auditor or Internal Auditor.
  3. Optionally add Notes for your team.
  4. Click Create invitation.

2. Give access to a project​

Projects organize the controls, tests and vulnerabilities an auditor sees.

  1. Select the audit company in Audit Companies.
  2. Under Project access, click New project to create one (Project name, Project Owner, Create project), or pick an existing one under Unassigned.
  3. Click Configure on the project:
    • Turn on Allow viewing … data.
    • Choose the Auditors and Project Owner.
    • Choose the framework (Choose one framework).
    • Set the Time window: Unlimited, or Limited period with a Start date and End date.
  4. Click Save changes.

Use Grant All Access or Revoke All Access to change every project at once, or Remove a project from an auditor.

Next: Answer auditor clarification requests.