Auditor - Sustainability Reporting

Auditors can view information in Position Green but don't have the ability to edit it. This "Read" access can be given for the entire organization or a part of the organization, i.e. one or several organizational units.

E.g. Assurance staff may be given the auditor role.

Page Access

An auditor will have access to the following:

• Review data - Ability to view devations in data and add comments

• Data Reporting - only for the part of the organization they have access to

• Analytics

  • Export - only for the part of the organization they have access to 

  • Tabulate -  read access for shared views 

No access

An auditor will not have access to the following:

• Data reporting
  • Manage Data Entries
  • Supervise Reporting

• Set-up

Configuration 

1. Go to "Company setup" (via your initials in the upper right corner)

2. Go to "Users" in the top menu

3. Click "+ Add user" 

Enter details. Normally an auditor would have the following permissions:
Role groups - User.

Applications - Controlling.

4. To add the newly added user as an auditor to the whole organization or selected parts of it, go to "Organization" in the top menu.

5. Click the Edit (pencil) icon on an organizational unit.

6. Click in the box for Auditors and select the user to add to this organizational unit as an auditor. 

When adding the user to one organizational unit, they will have access to that unit and all sub-levels.

Keep in mind that the auditor must be a user who is already created.