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How to add an Auditor View-Only User

Add auditors directly to softledger to expedite audit processing

Geoff Ostrega avatar
Written by Geoff Ostrega
Updated over 3 weeks ago

Description

SoftLedger allows view-only access for your desired users in SoftLedger. Greater user roles and permission, see here, granularity is available, we will focus on view-only in this article.

A great example of a view-only user is when the company or companies are under a financial audit, either internal or external. The SoftLedger customer can grant view-only access to their auditor or audit team as deemed appropriate.

How to add an Auditor View Only user

  1. Create a new User SoftLedger - How do I add a new User?

    • Did you reach your maximum users per your subscription? Reach out to support@softledger.com and request a temporary Auditor view only seat license.

    • Please note: User can choose to grant permission to one or all entities (locations)

  2. Select View-Only & Submit

    • User will receive notification to access and login SoftLedger

Recording

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