How to grant access to auditors in CimplyBEST? What information can be viewed by them?

How to grant access to auditors in CimplyBEST? What information can be viewed by them?

Step 1: The Admin user shall give access to Auditors by adding them as a user. Go to the specific Company and click on 'Users' tab.

Steps to login to a Company can be accessed here: How to login into CimplyBEST 


Step 2:  Click on Create New User

Step 3: Enter the details of the Auditor, namely name, email ID and select 'Auditor' as the role.


Step 4:  On successful creation, the confirmation message will be displayed.



Step 5: The Auditor will receive a mail on the email ID to which access is granted with a link to register the account. 



Step 6:  All the surveys created for the Company will be available in the screen shown below.  The auditor can select the survey by selecting the relevant financial year  which he/she wishes to preview and click ‘view’ button.  




Step 7: On clicking ‘view’ button in the screen above, the Auditor can view Survey Details like date of creation, last date of modification, survey end date and status on number of responses as shown in screen below.


Step 8:  To Preview the survey, Click on the 'Survey Preview' and the sample survey can be seen as shown below:



Step 9:  Click on 'Mail Audit' to view the proof of electronic delivery of such surveys to the Directors/Committee Members.

Step 10: The content of the email sent can be seen on clicking audit entry in the screen displayed in step 11.