Inviting an Auditor to Simple Fund 360

Invitation to Simple Fund 360 for Multiple Funds

Simple Fund 360 allows you to invite Auditors. You are able to determine what these users can access and see by editing the User Role settings of each user.

From the Main Toolbar, go to Settings.
Select Invite New User under Quick User Setting

1. Input the details of the user you wish to invite. The Invite Users page will display.

   Details	Explanation
   Email	Input a valid email address that will effectively become the username.
   First Name	Input the user's first name.
   Last Name	Input the user's last name.
   Role	Select a role from the drop-down list. You can also search for a specific role. User roles can be added from the Role Settings screen.
   Assigned Funds	Select to access the Fund(s) Selector page to choose which fund(s) to give the auditor access to. Where utilise multiple auditors it is recommended to only select the funds which the auditor requires access to.
   Remove User	Select to remove the user details entered if you no longer wish to invite this user.

   You can invite multiple users in one go by selecting .

   The number of users you are inviting will display at the bottom.

2. Once you finish inputting all the details, select Invite User(s). An email will be sent to the user's email address containing a temporary password.
3. The Auditor needs to click on the Login button in that email as displayed below before the link expires to access the software.
4. If the auditor has never logged into Simple Fund 360 before, they will need to set up a new password and be prompted to set up Multi-Factor Authentication (MFA) for security purposes. 

Invitation to Simple Fund 360 for an Individual Fund

Auditor access is provided to Simple Fund 360 by the software administrator.

The simplest way to invite an auditor is to go to Fund | Fund Dashboard and select Share With | Auditor.

Complete the auditor's name and email details and click Invite. This will provide the auditor with Audit Access to Simple Fund 360 based on the Auditor User Role.

The auditor will receive an email invitation to login and create a password (if they don't already have one).

Changing what the Auditor has access to (User Role Settings)

User Role Settings are provided to users when they are invited to Simple Fund 360. These settings determine what Users such as a can access within Simple Fund 360 and will apply to all users which have that role.

How to Access User Roles

From the Main Toolbar, go to Settings.
Select User roles from the list.

Select the Auditor User Role

It is recommended as a minimum you have the following options enabled:

• View Reports
• View Documents
• Workpapers - Read Only 

You are able to send an email to the preparer or reviewer letting them know that the fund is ready for the next process of the review.  The following email notifications can be sent: 

Preparer	Rework Required Notify Preparer the review is complete and the fund is ready for audit
Reviewer	The fund is ready for Review Rework Required. Review again.
Auditor	Notify Auditor (email) that fund is ready for audit

Notifying Auditor that fund is ready for audit 

 

On the Workpapers screen, you are able to send a notification to the fund’s auditor that the fund is ready for audit. Any auditor's which have access to the fund will be displayed. The auditor selected will receive an email. 

 

 

If the auditor uses an Audit Application which has been set up to receive these messages via our API you can also use that option.