How do I add an Audit user account for ESFA / Ofsted?
To add an Audit user account:
Bernard
Last Update a year ago
Step 1: Select Users from the left-hand menu.
Step 2: Click + Invite New User.
Step 3: Complete the + Invite New User pop-up.
Step 4: When you come to Account Type, select Audit from the dropdown.
Step 5: Click Invite at the bottom of the pop-up after which the Audit user will receive an Email Invitation to the platform.
After you have added the Audit user(s) to the platform, you can then link them to the programs they will need access to.
To do this, follow the steps below:
Step 1: Select Learners from the left-hand menu.
Step 2: Find the Learner that you want to link the Audit user to and click Open Program under Actions in the Learners table.
Note: if the learner is linked to more than one program, after clicking Open Program, select the correct Program from the list and then click the Open program button.
Step 3: Click on the Program Details tab.
Step 4: Click into the Audit users field located under the 'Other Training Provider Supervisors' field and select the Audit user(s) from the dropdown that need access to the learner program (more than one Audit user can be linked to a learner program at any given time).
Step 5: Scroll down to the bottom of the learner program and click Save.