Who is this article for?

Users responsible for managing Contacts within their organisation.

Admin permissions are required.

Once you have added a Contact in the main Internal Audit application, you can set it up for use in the Web module. This article walks you through how to do that.

1. Preparing for setup
2. Granting access

1. Preparing for setup

Before giving Contacts access to the Web module, ensure that each of them has a valid email address linked to their profile.

To check this:

1. Go to the Universe option on the spine.
2. Select Contacts.
3. Click the Contact profile.
4. Switch to the "Properties" panel.
5. Check the Email field.
   You can edit it if necessary. 

2. Granting access

To grant access:

1. Go to the Universe option on the spine.
2. Right-click the Contact.
3. Select Add FBA Identity/Reset Password.
   This will generate an email that will be sent to the User with a link to set up their password.
4. Ask the User to complete the steps outlined in the email.

You can then share the link for Web module with the user and they will then be able to sign in using the email address and password they have just set up.