Claire Casey – Page 6 – AuditComply Help Center

Templates: Building a Template

Here you can begin to build your template by adding requirements and questions. Click the Add a Section button. This creates a container for your related requirements, starting with Section 1. Think of sections folders that help you organize your...

February 21, 2025

Templates

This section allows you to view, create and edit templates. Your ability to perform these functions depends on your user role. To view your templates, navigate to Templates under Assessments on the Dashboard. All active and archived audits are available...

February 14, 2025

Managing Users

Managing Users: Assigning User Roles

To assign users under your profile specific roles, navigate to User under the Manage section in the left hand side toolbar of the Dashboard. In the list of displayed users, locate the user you want to modify. Click on the...

February 7, 2025

Managing Users: Token Login

Administrators can grant access to the AuditComply Portal through approved email addresses. To access, enter your email address on the AuditComply login page and click Next. Click Send Access Link. An email will be sent if your address is in...

February 7, 2025

Managing Users

Managing Users: Invite New User Via Email

To invite new user via email, navigate to User under the Manage section in the left hand side toolbar of the Dashboard. Click Add User or Contact in the top right corner. Select Invite User via Email and click Next....

February 7, 2025

Managing Users

Managing Users: Adding a User

To add a new user without an email address, navigate to User under the Manage section in the left hand side toolbar of the Dashboard. Click New User or Contact in the top right corner. Select Add a User and...

February 7, 2025

Managing Users

This section displays all active users associated with your profile, providing a summary of their details at a glance. To manage users under your profile, navigate to the user by clicking on User under the Manage section in the left...

February 7, 2025

Profile and Administration Panel

Profile and Administration Panel: Report Settings

This section allows you to configure various settings related to reports and assessments. Alert Settings These settings control alerts similar to non-conformance alerts, but related to tasks created during assessments. This feature is deactivated by default. To enable it, uncheck...

February 6, 2025

Profile and Administration Panel

Profile and Administration Panel: Email Trail

This section provides a complete record of emails sent from the AuditComply system. The following information is recorded for each email: Please note: The content of the actual emails cannot be searched here. Filtering Emails Two filters are available at...

February 4, 2025

Profile and Administration Panel

Profile and Administration Panel: Audit Trail

This section provides a detailed history of audits completed under your user profile. Audit Trail Subcategories Several subcategories are available to help you refine the displayed information. Each subcategory displays all relevant audits submitted or created under your profile, including: ...

February 4, 2025

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Author: Claire Casey

Templates: Building a Template

Templates

Managing Users: Assigning User Roles

Managing Users: Invite New User Via Email

Managing Users: Adding a User

Managing Users

Profile and Administration Panel: Email Trail

Profile and Administration Panel: Audit Trail

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