How to Add and Deactivate Users in Your AuditMiner Account
KM

Kelly Mann

Created Feb 23, 2024

How to Add and Deactivate Users in Your AuditMiner Account

100

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How to add users to your account

4 Steps

Before we get started, keep in mind the type of user you would like to add:

Admin has full control over all engagements, users, clients, and default testing procedures/sampling for the firm.

User can create new engagements, edit and see existing engagements which they were previously assigned to, and can create new clients via the manage clients page.

1

Click on "Manage Users" on the left toolbar.

Click on "Manage Users" on the left toolbar.
2

Click on "New User".

Click on "New User".
3

Add the user's First Name, Last Name, and Email address.

Add the user's First Name, Last Name, and Email address.
4

Select the role appropriate for the individual, then click save.

Admin has full control over all engagements, users, clients and testing procedures/sampling for their firm.

User can create new engagements, edit and see existing engagements which they were previously assigned to and they are also able to create new clients via the manage clients page.

Select the role appropriate for the individual, then click save.

The newly created user will be notified via email that an account has been created for them.

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How to deactivate users in your account

5 Steps

Please note: only Admins can deactive a user.

5

Click on "Manage Users" on the left toolbar.

Click on "Manage Users" on the left toolbar.
6

Click on the three dots by the user you would like to deactivate.

Click on the three dots by the user you would like to deactivate.
7

Click on "Edit User".

Click on "Edit User".
8

Navigate to "Status".

Navigate to "Status".
9

In the dropdown, select "Inactive". Click Save to confirm.

In the dropdown, select "Inactive". Click Save to confirm.
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