Create an Auditor User with an Access Persona with search only limits and Security Group and Security Roles.
Assign the Security Roles to the Security Group
Add User to the Security Group
Introduction
You can set up a User as an auditor and allow them access to search and view data. This article shows you how to set up an auditor who can view invoices for auditing purposes, but not edit them. We go through the steps to set up an Access Persona and set up and assign the User a Security Group with Security Roles to allow this access.
Read Add an Access Persona and Assign Security Group to a User to learn how to assign these properties to a User.
You will need to:
- Add a User for your Auditor.
- Assign a Security Group with the necessary Security Roles. If this does not exist, you can set it up as below.
- Assign an Access Persona with search access. If this does not exist, you can set it up as below.
Add a new Lentune User
Refer to Add a new Lentune User to set up the new User code for your auditor.
You should also assign the Staff settings for this User.
Security Group
We recommend setting up a Security Group for your Invoice Auditor. In the example below we've set up a Security Group called AUDITORINVOICES.
- Go to Settings > Security Group.
- Click New Security Group.
- Code: Add a Code.
- Description: Add a Description.
- Click Confirm.
This takes you to the Details screen where you can view and edit these details:
Assign the Security Roles to the Security Group
Now you can assign the Security Roles that are required for an Auditor User.
- Go to the Security Roles tab.
In the Quick add security roles section:
- Search and select the first Security Role.
- Click Add security role to security group.
- Add the remaining Security Roles to the Security Group.
-
- Payable View Invoice Browse.
- APA Search Confidential Invoices.
- APA User.
- Staff member.
Add User to the Security Group
The next step is to add your auditor User to the new Security Group.
- Go to the Users tab.
- Search and select the User who you want to assign to this Security Group.
- Click Add user to security group.
- Click Save and close.
Access Persona
To allow an auditor to view invoices, you can set up a new Access Persona with search access only. This will give them access to search but not accidentally approve invoices.
- Go to Settings > Access Personas.
- Click New Access Persona.
In the Details tab:
- Code: Add a Code.
- Description: Add a Description.
In the Payable invoice limits section:
- Search Limit: Assign a search limit, or check the No limit box above this field.
- Click Save.
Apply the Access Persona to the Company
Now you can apply the Access Persona to the part of your organisation that you want.
- Go to the Applies to tab.
In the New Access screen:
- Select one of Company, Branch, Department or Project to assign this Access Persona to.
- Click Confirm.
Grant the Access Persona to the User
Now you can grant this Access Persona to the required User.
- Click the Apply that you have just created to highlight it. This will be displayed on the left of the screen.
- Click Add new Grant.
This brings up the Add new grant screen.
- Search and select the User you want.
- Click Add new grant.
- Click Close.
- Click Save and Close.
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Last updated: 16 January 2023