Description: Setting up Users
Setting up Users
Author(s):
Chay Saunders
Last updatedFeb, 2021
Word count2,177

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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
Chay Saunders
Word count117

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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
Chay Saunders
Word count131

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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
Chay Saunders
Word count81

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Description: Setting up Users
Restricted by Division – if applicable
Setting up Users
The Division tab which is part of the Company Details section and allows configuration of users to ensure that they are only exposed to data which is relevant to them.
Author
Chay Saunders
Word count322

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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 Audit Hub 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
Chay Saunders
Word count183

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Description: Setting up Users
Credentials tab
Setting up Users
This tab has the option to allow a user to register and log into the system. When adding a new user they will need to have this box ticked, but it is also where a person who has left should be removed from having access.
Author
Chay Saunders
Word count352

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Description: Setting up Users
Removing A Persons Login
Setting up Users
Unticking the boxes on the credentials tab is very important as it determines whether a user can actually log in or not.  They will not be able to log in if the boxes are clear. 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...
Author
Chay Saunders
Word count161

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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 Audit Hub, 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
Chay Saunders
Word count153

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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...
Author
Chay Saunders
Word count164

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Description: Setting up Users
A Permissions Set
Setting up Users
A set of permissions can be created and given a name so that when a user of a certain type, eg an auditor, or a site contact, is set up in Audit Hub, rather than go through individually switching on the permissions that they need, then a ‘Permission set’ can be created and this set is switched on. Easier and it avoids errors and omissions being made.
Author
Chay Saunders
Word count147

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Description: Setting up Users
Entity Access,
Setting up Users
This tab allows the administrator to define exactly which entities the user can access.
Author
Chay Saunders
Word count138

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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
Chay Saunders
Word count112

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