Assigning Auditors

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For companies using Certify InstantAuditAdministrators have the ability to create an Auditor role in their Certify account. Auditors are responsible for managing the Audit Alerts queue, which lists all the expenses flagged by the InstantAudit feature. 

This allows the Auditor to focus on the expenses that are flagged for review, and ignore expenses that are compliant. Auditors are advisors, and are not part of the approval path. Depending on your company's needs, you can set more than one Auditor.

This article shows you, a Certify Administrator, how to assign an Auditor for your company.

Step 1: On your Certify homepage, click Configuration.

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Step 2: You have the option to create a new user for the Audit permission, or add the Audit permission to an existing user. In this example, it is added to an existing user. Click View and Edit Users.

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Step 3: On the Search for Users screen, enter a user's name to find a specific person, or leave it blank to find all users. Click Submit.

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Step 4: Click the pencil icon next to the employee to work with.

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Step 5: On the Edit User page, check the Auditor checkbox, then click Next.

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The user is now established as an Auditor for your company and has access to the InstantAudit Alerts queue. Next, establish InstantAudit rules for your company.

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