The Cloud Dashboard is your one-stop solution for managing auditors, permissions, documents, and templates efficiently. This article is aimed to assist you in navigating through the dashboard and make the most of the tools available. Let’s dive into the functionalities and how you can leverage them for your organization’s needs.
Managing Auditors
The Auditors Management section of the Cloud Dashboard allows you to oversee and control auditor access within your organization. Here's what you can do:
- Invite / Remove Auditors: Easily invite new auditors to your platform via their email address. Auditors added to your organization will only have access to organization documents.
- Manage Access: The Auditors page allows you to manage permission level of each individual auditor
- Activity Tracking: Monitor auditor activities, including logins, document reviews, and audit trails, ensuring transparency and accountability. [Coming Soon]
Permissions Management
The robust Permissions Management tool ensures that each auditor only has access to documents and audits relevant to their workload.
- Customizable Permission Sets: Create custom permission sets to meet specific project or team needs, ensuring the right people have the right access at the right time.
- Audit Permissions: Regularly review and audit permissions to maintain security and compliance standards.
Document Management
The Documents Management feature simplifies the creation, storage, and sharing of your organization's documents.
- Centralized Repository: Store all your documents in one secure, easily accessible location. Say goodbye to scattered files and inefficient file sharing methods.
- Collaboration Tools: Enable real-time collaboration, allowing team members to comment, edit, and review documents simultaneously, irrespective of their location. Additionally any markup made to a document can be reviewed by multiple auditors for increased accuracy.
Template Management
Streamline your workflows with our Templates Management feature, designed to save time and promote consistency across your organization's documents:
- Customization: Tailor templates to your organization's needs with customizable fields, branding, and layout options.
- Template Sharing: Share templates with your team or across departments to ensure consistency and efficiency in document creation.
The Cloud Dashboard is designed to empower your organization with the tools needed for efficient management of auditors, permissions, documents, and templates. By leveraging these features, you can enhance collaboration, ensure security, and streamline your workflows. We hope this guide helps you navigate and utilize the dashboard effectively. Happy managing!