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How to: Add & Manage Users

This article is a guide to direct users on how to manage client user access in Audit Ally, including adding new users, resetting MFA, and disabling user access

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Written by Amy Wardle
Updated over 3 weeks ago

Add New Users

Any user designated as an administrator can add additional users to Audit Ally.

As the Admin user, you will need to log into your instance of Audit Ally and select the menu on the top left corner and select "Users". You will be directed to the User Management Page.

On the right of the screen, you can select the "+ ADD" button.

Add each new user by typing in a simple first name, last name, email address, and then selecting the relevant group.

Users can be added to groups as admins deem necessary. The only group we recommend limiting is the "administrator" role, as they have the ability to add and disable users as well as reset MFAs and passwords.

Once all information has been entered, select "Save", and an email invite will be sent directly to the new user, prompting them to set up their account in Audit Ally.

Reset MFA

If a user is having trouble accessing the platform due to MFA access, users can reset a fellow employee's MFA through the User Management page.

Once you navigate to the User Management page through the menu on the top left, you can select the Lock and Arrow icon next to the specific user whose MFA you wish to reset.

This will prompt the user to receive a new temporary password via email to set up their account access and verify their identity using MFA.

Disable Users

If a user is no longer with the company, please ensure access to the platform is removed in a timely manner. Users can be disabled through the User Management Page.

Once you navigate to the User Management page through the menu on the top left, you can select the Face Icon next to the specific user whose access you wish to disable.

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