AuditSoft

This article will outline the different reports in your Executive Home Dashboard.

An Overview of your Executive Home Dashboard

This article will outlines the Audit Cycle graph in your Executive Home Dashboard.

Executive Dashboard - Audit Cycle

This article will outlines the Accepted Audits report in your Executive Home Dashboard.

Executive Dashboard - Accepted Audits

This article will outlines the Average Review Time report in your Executive Home Dashboard.

Executive Dashboard - Average Review Time

This article will outlines the New Companies graph in your Executive Home Dashboard.

Executive Dashboard - New Companies

This article will outlines the New Users Added graph in your Executive Home Dashboard.

Executive Dashboard - New Users Added

This article will outlines the Company Engagement graph in your Executive Home Dashboard.

Executive Dashboard - Company Engagement

This article will outlines the AuditSoft Licensing graph in your Executive Home Dashboard.

Executive Dashboard - AuditSoft Licensing

This article will outlines the Licensing Overview graph in your Executive Home Dashboard.

Executive Dashboard - Licensing Overview

This article will outlines the Audit Categories graph in your Executive Home Dashboard.

Executive Dashboard - Audit Categories

This article will outlines the Audits Per Industry graph in your Executive Home Dashboard.

Executive Dashboard - Audits Per Industry

This article will outlines the Audit Score Trend graph in your Executive Home Dashboard.

Executive Dashboard - Audit Score Trend

This article will outlines the Auditor Overview graph in your Executive Home Dashboard.

Executive Dashboard - Auditor Overview

Elichke Duncan

Guides for your Executive Dashboard on the Home screen

Executive Dashboard

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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