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Overview of Audit Manager Permissions
Who is this article for?Users who want to know more about permission sets.
No elevated access or permissions are required.
Audit Manager offers several permission sets across all areas of the module to help you manage access, areas, actions, and settings. This article provides a list of the available permission options.
1. Roles and Responsibilities
| Code | Title | Description |
Licence Required |
|---|---|---|---|
| AUDADM | Audit Administrator | Audit Administrator has full access to all Audit Manager functions. This Group can add/edit/delete Audits, Findings, Changes, Actions, and all lookup tables. | Yes |
| AUDMGR | Audit Manager |
A member of this Group has the right to create and manage audits, but no right to administer those of others. They are also able to carry out Audits and view reports. |
Yes |
| AUDITOR | Audit User | A member of this group has access to Audits, Findings, Auditors, Standards and Audit Reports in the Audit Manager module. They are unable to create or amend such records, unless they are also an Auditor attached to an audit when they can update the audit and finding records. | No |
| AUDBRDMGR | Audit Broadcast Manager | Audit Broadcast Managers can add/edit/delete Audit Module level broadcasts. | Yes |
| AUDGRPMGR | Audit Group Manager | Membership of this Group allows those with access to the Audit Manager module, to create and amend Audit Management Groups. To have access to the Audit Manager module one must be a member of the Audit User or Audit Manager Groups. | Yes |
| AUDHKR | Audit Housekeeper | A member of this Group may carry out any of the Housekeeping functions in Audit Manager. | Yes |
| STDMGR | Standards Manager | Members of this Group may create and maintain Standards records. | Yes |
| MDDMGR | Metadata Manager | Members of this Group may create and maintain Metadata Type definitions within the Audit Manager module. | Yes |
| ORGMGR | Org Area Manager | Members of this Group may create and maintain records of Organisational Areas. | Yes |
| Everyone | System User | Standard system users can be assigned actions but do not have direct access to the module. | No |
2. Permissions Matrix
X - Has Permissions | * - Read Only (Unless Owner) | ^ - Must first be made "Active" as an Auditor by the Audit Manager against the relevant Audit Type
| Action |
AUDADM |
AUDMGR | AUDITOR | ABRMGR | AUDHKR | STDMGR | MDDMGR | EVERYONE |
|---|---|---|---|---|---|---|---|---|
| Manage Audits | X | * | ||||||
| View Audit Schedule Info | X | X | X | |||||
| Carry out Audits | X | ^ | ^ | |||||
| Can be Auditee | X | |||||||
| Create/Amend Checklists | X | |||||||
| Checklist Owner | X | |||||||
| Create/Amend Standards | X | X | ||||||
| Standard Types | X | X | ||||||
| Standards/Standard Type Owner | X | |||||||
| Create/Amend Org. Areas | X | |||||||
| Org Area Owner | X | |||||||
| Manage Findings and Actions | X | |||||||
| Finding Owner | X | |||||||
| (Action) Receiver | X | |||||||
| Schedule Audits | X | X | ||||||
| Create/Amend Action Types | X | X | ||||||
| Create/Amend Audit Types | X | X | ||||||
| Create/Amend Auditor Types | X | X | ||||||
| Manage Auditors | X | X | X | |||||
| Create/Amend Escalation Paths | X | X | ||||||
| Create/Amend Finding Types | X | X | ||||||
| Create/Amend Metadata Types | X | X | ||||||
| Metadata Type Owner | X | |||||||
| Question Maintenance | X | X | ||||||
| Create/Manage Question Types | X | X | ||||||
| Question Type Owner | X | |||||||
| Severities | X | X | ||||||
| Manage Broadcasts | X | X | ||||||
| Manage/Maintain Audit Groups | X | X | ||||||
| View Reports | X | X |