Creating an Ivo Auditor Account

Notes:

• You must be an Ivo Administrator to create an Auditor account.
• You can add multiple auditor accounts if necessary.

The Auditor function enables you to give an Auditor access to specific Ivo records.  The records cannot be edited by the Auditor and contact information is hidden by default.  There is no access to any other Ivo functions.

1. Go to the Ivo Administration tab at the top of the screen.

2. Click on the Staff button.

3. Then click the Add Staff Member button on the toolbar ribbon.

When you encounter the additional Ivo licenses notice, just continue by clicking on Yes. Creating an Auditor user does not require an Ivo license.

Create Auditor record

The New Staff Member dialog box will open for you to fill in the details such as Name, Start Date and any other details that are important for your organisation.

In the Privileges drop-down list, select Auditor and Save and Close.

Once you have created the account, you need to set the options that will give the auditor access to specific records.