Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a User with an Auditor Role. 

To create a user with an Auditor Role: 

1) Log in to your Board.Vision account using your registered email address and password. 


2) From the left menu, go to Users, and click on +Add User.



3) In the Add User page, enter the mandatory fields and select Auditor from the System Roles section.  



Next, User Ma will be required to set the Auditor's access time range to Board.Vision.


4) Scroll down to the Auditor's Access Time Range.


5) In the Auditor's Time Access Range, select the BV Access Time Range End Date*. 


End Date means the date the Auditor's access to Board.Vision ceases.


Important Note: Once you have activated the Auditor's User account, the Auditor's access to Board.Vision will also be activated. 



To allow Auditors to access the Approvals, User Managers will be required to set the Approval's access date range.


6) To do so, under the Approval - Access Time Range*, select the Start Date and End Date


*Approval Access Time Range refers to the date the resolution is passed.


7) Once the date range has been set, all the Approvals with a passing date within the set date range will be listed in the Accessible Approvals box. 



User Managers can disable the Auditor's access to a particular Approval.  


8) To do so, click on the Accessible Approvals box, and a Search to grant access pop-up window will appear on the right side of the screen.


9) In the Search to grant access pop-up window, click on the Approval name. 



Alternatively, you can click on 'x' to remove the approval from the Accessible Approvals box.



To allow Auditors to access the Meetings, User Managers will be required to set the Meeting's access date range.


10) To do so, under the Meeting - Access Time Range, select the Start Date and End Date.


*Meeting Access Time Range refers to the meeting date.


11) Once the date range has been set, all the Meetings with an end date within the set date range will be listed in the Accessible Meetings box. 



User Managers can disable the Auditor's access to a particular Meeting.  


12) To do so, click on the Accessible Meetings box, and a Search to grant access pop-up window will appear on the right side of the screen.


13) In the Search to grant access pop-up window, click on the Meeting name. 



Alternatively, you can click on 'x' to remove the meeting from the Accessible Meetings box.



14) To confirm, click on Activate and Send Invite at the right top corner of the screen. 


Congratulations! You have completed the tutorial on How to Create a User with an Auditor Role. 


If you face any issues, please reach out to our Customer Experience Team at support@board.vision or +65 69097100 and we will be happy to help.  


Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding weekends and public holidays).