Adding an auditor to my instance of eCompliance

There are a few ways to give an external auditor temporary access to the site(s) they will need to view as they audit your safety program. 

Here are two common ways: 

1. If you know the auditor will need view-only permission, you can create an employee profile for the auditor first

• Employees Module "Add Employee" 
• Select the baked-in permission "Viewer" and the site(s) they need to look at
• Complete the mandatory fields
• Add a termination date, if you know when they'll be finished
• Click "Save & Send Invite"
• Let the auditor know and have them check their spam/junk folder
• Once they accept the invite they'll be able to log in as a viewer. 

2. if the auditor needs custom permissions, beyond "View-only" the steps will differ and you may need to set up a new Permission Group: 

• To set up a bespoke/custom permission 
• Next, go to the Employee Module "Add Employee" 
• Assign the auditor the custom permission group you created, add the sites they need access to, and complete the mandatory profile fields
• Add a termination date if you know when they will be finished. 
• Click "Save & Send Invite"
• Let the auditor know and have them check their spam/junk folder
• Once they accept the invite they'll be able to log in with access based on the custom permissions you created for them. 

*In either case, there is no need to add a "job profile" - it is a non-mandatory field for Training requirements.

*You'll need to set a reminder to deactivate their profile after the audit if you don't set one. 

If you need additional advice, specific to your use case or audit, please contact your CSM.