Who is this article for?

User who need to understand Contacts.

No special access or permissions are required.

Contacts are people within an organisation that you identify as being the subject of your audits, and they can be selected throughout the system for various purposes such as assigning owners and interested parties to audit actions.

1. Defining contacts as users

Contacts can be defined as users of the application, allowing them to access and interact with the system directly. This enables business users to have a more extensive involvement in the audit process.

2. Assigning contacts to organisational units and entities

Contacts can be assigned to an organisational unit and optionally to individual entities, which determines the scope of the data that they can see.

To change a contact's default entity-level role for a specific entity:

1. Navigate to the entity.
2. Select Assign Contacts from the entity navigator spine.
3. Modify the contact's role as required.

3. Managing findings and actions

Contacts have access to screens relating to the analysis and management of findings and actions. The data is organised from the perspective of the organisational structure and entities, independently of the audits from which they originated.

4. Controlling permissions with access roles

Access roles are available to control permissions at universe and entity levels, designed specifically for business usage. These roles ensure that contacts can only access and modify data within their designated scope.

5. Setting up guest auditors

Business users can be granted an audit role if desired. When contacts or business users are seconded into the central team to perform audits as guest auditors, you can adapt their role permissions to allow Read Audits = Assigned. This enables business users to perform audits in the same way as staff users.