What it's forGive auditors and observers what they need without the ability to change anything.
Who it's forAuditors, read-only users and the administrators who invite them.
Step by step
- Step 1: Read-onlyThe Read-only persona can look at the inbox, work orders, roll, arrears and reports, but can't send, edit or approve. Buttons that change things are hidden.
- Step 2: AuditorAuditor adds the Audit log and exports (CSV downloads) to read-only access.
- Step 3: What to look atFinance › Year end (statements and Audit pack CSV), Finance › Payments (receipts and reversals), Reports › Report builder (AGM pack) and Admin & help › Audit log.
Common problems
I need to correct something I found.
Ask the strata manager or accounts officer; corrections are made as reversing entries so your audit trail stays intact.
Previous and next follow the Admin section.