Description: Setting up Users
Setting up Users
Author(s):
TCC
Last updatedFeb, 2021
Word count2,635

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Description: Setting up Users
How to use this guide
Setting up Users
Welcome to The Audit Hub User Guide - Setting up users.
Author
TCC
Word count196

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Description: Setting up Users
Users on AuditHub
Setting up Users
Users of Audit Hub will have a password and login via the portal to view their permitted access. All users are stored within the System menu, and can be accessed via the User option, with the ability to search and locate a specific user.
Author
TCC
Word count125

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Description: Setting up Users
How are Users Located in Audit Hub?
Setting up Users
From the Audit Hub home page, the User Administration page can be found under the System in the left hand column. The Search box enables a user to be located by typing in just a few letters of their name, and it will come up as an option.
Author
TCC
Word count115

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Description: Setting up Users
How to Add a New User
Setting up Users
If you want to add a new User, then click the ‘Add new’ button and you will come up with this screen.
Author
TCC
Word count124

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Illustrations in this section
  • Description: document:image1
    document:image1
    By Chris Lewis
    on Feb 14
    • Description: Setting up Users
    Language
    Setting up Users
    The Language should be selected from drop down options. This will be the language which is used to display the system to the user. If it is left blank then the system will default to English.
    Author
    TCC
    Word count79

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    Description: Setting up Users
    Restricted by Division
    Setting up Users
    The Division tab which is part of the Company Details section, allows configuration of users to ensure that they are only exposed to data which is relevant to them. Please refer to the Divisions section for further information.
    Author
    TCC
    Word count534

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    Description: Setting up Users
    Role Membership
    Setting up Users
    This is selected from predefined ‘roles’ that have been set up within your company. The Role Membership enables AuditHub to filter individuals by their roles in each company. For example an auditor logged in the system would have the ‘auditor’ role ticked here and this would enable relevant forms to be allocated to them.
    Author
    TCC
    Word count180

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    Illustrations in this section
  • Description: document:image2
    document:image2
    By Chris Lewis
    on Feb 14
    • Description: Setting up Users
    Credentials tab
    Setting up Users
    document:image3
    Author
    TCC
    Word count162

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    Illustrations in this section
  • Description: document:image3
    document:image3
    By Chris Lewis
    on Feb 14
    • Description: Setting up Users
    Removing A Persons Login
    Setting up Users
    It is very important as it determines whether a user can actually log in or not. They will not be able to make changes on the system. Important - The person does not actually ever get removed. The system needs them to be there for historical purposes such as picking up any information from any audits they have done. However they will be unable to log in.
    Author
    TCC
    Word count147

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    Description: Setting up Users
    Determining the Password ‘Composition’ for a Company
    Setting up Users
    The ‘composition’ of passwords that need to be entered on AuditHub, can be established/changed on the password policy tab of the ‘company details’ page under the heading ‘systems’. The screen below shows the questions that need to be answered in order to create the rules for a satisfactory password.
    Author
    TCC
    Word count148

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    Illustrations in this section
  • Description: document:image4
    document:image4
    By Chris Lewis
    on Feb 14
    • Description: Setting up Users
    Permissions
    Setting up Users
    Just as the heading suggests this tab gives an administrator the tools to restrict users to enable them to see and use what they require but nothing further. By ticking boxes, these different aspects of the system become accessible to the user. For example, below the user has been given permission to General reports because the box has been ticked and the colour changes from green to red.
    Author
    TCC
    Word count163

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    Illustrations in this section
  • Description: document:image5
    document:image5
    By Chris Lewis
    on Feb 14
    • Description: Setting up Users
    Entity Access,
    Setting up Users
    This tab allows the administrator to define exactly which entities the user can access.
    Author
    TCC
    Word count132

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    Description: Setting up Users
    Certification
    Setting up Users
    This page gives details of all the auditors qualifications to allow the system to find the most suitable qualified person to be allocated the work. This facility, in conjunction with the location, will show the closest qualified person for the work.
    Author
    TCC
    Word count110

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    Description: Setting up Users
    Self Registration
    Setting up Users
    Configuration
    Author
    TCC
    Word count101

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    Description: Setting up Users
    Self Registration Process
    Setting up Users
    Once the above configuration has been applied the user may then Self Register through either the Web or Portal applications, it is NOT possible to Self Register via the Audit Client Mobile Application.
    Author
    TCC
    Word count281

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    Illustrations

    List of illustrations

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