Prerequisite

Before creating the Auditor's staff profile, confirm in that you have the Auditor role set up in your database by going to the Staff module > Add > Role tab > Edit Roles link. 

• If you don't see Auditor in the list of roles on the top left, please contact customer support to add this for you.

Create an Auditor's Staff Profile:

1. Create a new staff profile for the Auditor, using the Auditor's name. For HIPAA compliance reasons, we advise against using a generic staff name.
   • In the Staff tab, enter the following information:
     • First name
     • Last name
     • Gender
     • Position: Auditor (highly recommended)
     • Username
     • Temporary password
     • Require Password Change on next logon: No
   • In Role tab, enter the following information:
     • Role: Auditor
     • Type: Administration
   • Click Save.
2. Associate the auditor staff with the clients that they'll be reviewing.
   • Go to the Clients module > Staff tab > click the pick list button  > search for the auditor staff > OK > check the box in the Active column > Save.
3. Once the auditor has completed their audit & no longer needs access, remove the Auditor role from the auditor's staff profile & make them inactive.

Inactivate the Auditor's Access