Creating an Audit Profile - Adding Audit Managers

After adding Auditors, you are moved to the next step to add Audit Managers. Refer to the screenshot below:



Follow the steps below to add audit managers to the current audit profile:

  1. Click +Add from the menu bar of the window. The Add Users and Groups window appears.
  2. The window provides two tabs – Users and Groups to add users and/or groups as required. Refer to the screenshot below:

  3. Hover the mouse over the required user/group and click + icon that appears to the right of the selected user/group or double click the user/group to add them to the auditor list. The names of the users/groups will populate the Selected Members panel to add to the audit.
  4. You can also search for the user/group by entering the name in the Search box above the grid and then clicking the Magnifying icon to the right. Refer to the screenshot below:

  5. Click Add from the bottom of the window.
  6. You are taken back to the Audit Managers window and the selected members appear in the grid.
  7. You can also Remove Audit Managers by clicking button or Deactivate them by clicking button from the menu bar. Refer to the screenshot below:

  8. Select the appropriate users/groups from the grid, click Next at the bottom of the window.
Note:
  • The Remove and Deactivate buttons enable only when you select the auditor from the grid.
  • The Deactivate button toggle to Activate when no auditor is selected from the grid.
Once you have made the selections, click Next. You are taken to the next step of the Audit Profile to add Audit Response.