managing auditor staff roles

TABLE OF CONTENTS

• Creating Desk Audit Accounts for Program Officers and other Auditors
• Editing Auditor Staff Roles

Creating Desk Audit Accounts for Program Officers and other Auditors

This is a two-step process. Don't forget to do both steps. 

First, Create a Role

1. On the left-hand side of your Mission Control, click Members, Staff, & Sites.
   
   
2. On the right, click Manage staff roles.
    
3. On the right, click Create a New Staff Role.
    

Here are the settings to select for the desk auditor role:

Personal Account Settings

• Update Username and Password
  
  

Reporter Account Management (if member files will be reviewed)

• View Member Accounts > Limit access by reporter.
• Select the reporters the person/people will have access to. You’ll update this list during each desk audit/file review season.
  
  

Time Sheets (if time sheets will be reviewed)

• Time Sheet Site Supervisor
• This person should be able to review submitted sheets, but should not sign or reject sheets > Limit access by reporter.
• Select the reporters the person/people will have access to. You’ll update this  list during each desk audit/file review season.

Second, Create Accounts for Each Auditor/Program Officer

1. On the left, in your Mission Control, click Members, Staff, & Sites.
   
   
2. On the right, click Manage staff members.
   
   
3. On the top, select Add a New Staff Member.
   
   
4. Enter the staff member’s details:
   
   For Site Assignment: use the option Assign to all active & inactive sites > Remember, they'll only be able to review the members you've assigned.
   
   IMPORTANT NOTES: 
   Then, send a link to the guidance they’ll need to review everything (https://tinyurl.com/deskaudits). 
   
   You can access Word.doc version of this guidance here.

Editing Auditor Staff Roles

There may be times you'll have to edit an auditor staff role.

This might be to:

• Change what permissions the auditor has access to;
• Change which reporters the auditor has access to seeing.

To do this:

1. On the left-hand side of your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right, click Manage staff accounts. 
    
3. On the right, find the auditor role and click Edit. 
    

When the window pops up, make any changes to the auditor role. 

This may include some of the following permissions:

Personal Account Settings

• Update Username and Password
  
  

Reporter Account Management (if member files will be reviewed)

• View Member Accounts > Limit access by reporter.
• Select the reporters the person/people will have access to. You’ll update this list during each desk audit/file review season.
  
  

Time Sheets (if time sheets will be reviewed)

• Time Sheet Site Supervisor
• This person should be able to review submitted sheets, but should not sign or reject sheets > Limit access by reporter.
• Select the reporters the person/people will have access to. You’ll update this list during each desk audit/file review season.
  

4. On the right, find the auditor role and click Edit.

5. To save your changes, scroll to the bottom of the window and click Update.