Secureframe has created a new Auditor Dashboard, also known as a Auditor Partner Console (APC), to help streamline the audit process for clients and auditors.

This Auditor Dashboard will allow Audit partners to create and maintain auditor personnel in one location, assign the relevant personnel to the client audits, and so so with a single login for all users. 

Auditor Dashboard Benefits

• Easily access customer instances - Access all of your customer instances through a single dashboard.
• Manage your client access for your audit teams - Administrators have the ability to grant individual auditor access to customer instances based on who is responsible for that client engagement.
• Use Microsoft Office 365 / Google Workspace to access client accounts - Integrate your Office 365 or Google workspace for a more secure way to access Secureframe client accounts

Locating the Auditor Dashboard

• If you already have an Auditor Dashboard, you may be logged in and redirected to the Monitoring portion of Secureframe.

• Simply navigate to your user icon in the top right corner, click the dropdown menu, then select Auditor Dashboard

• If you are instead redirected to the Organizations page, simply search for and select your company instance.

• If you are directed to the Company details page below, your instance is not fully setup. Please fill out the fields in order to finish the initial instance set up and proceed. 

My Audits Section

Once you are logged into your Audit Dashboard, you will see two tabs named My Audits and My Team. 

These tabs will be the primary areas to manage client audits and or Audit team members. 

• My Audits tab will provide a list of all companies that have been linked to your SPD

• It will also show the individual auditor team members that have been assigned to Secureframe customer instances
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• Admins will have the ability to assign new auditors to any company that has been linked to the dashboard.
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Unlinking Audits

Unlinking accounts at the end of an audit is a vital step in ensuring both security and compliance standards are met. By removing access to accounts that are no longer needed after an audit is complete, you minimize the risk of unauthorized access and help maintain the integrity of your systems.

Here’s why this is essential:

• Improved Security
• Compliance with Best Practices
• Streamlined Audit Process
• Better Data Integrity
• Enhanced Control and Accountability

By unlinking accounts as part of the audit process, you’re taking proactive steps to ensure data security, compliance adherence, and the integrity of your organization’s systems.

How to unlink accounts:

• Head to the Audits tab on your Auditor SPD
• Scroll through the list or use the search bar to find the client in question
• Then click on the 3 dot menu next to the client in question and select Unlink.

Note: Unlinking is only available to super admins

My Team Section

• The My Team tab will list all of the individuals with access to your auditor dashboard

• Allow Super Admins to add new auditors to the team as needed
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• It will also provide all of the companies assigned to your auditor dashboard
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Frequently Asked Questions (FAQ)

Why do I not see the “Auditor dashboard” within my profile drop down options?

• You have not been added to your team's auditor dashboard and will need to reach out to support@secureframe.com or success@secureframe.com
• You may also reachout to your Audit Lead, who may already have access to the Auditor SPD and can add you as a team member. 

I do not see a client listed in our dashboard. How do I request access to a client’s instance?

• If you do not yet have access to a client instance, please contact either the Secureframe Success team at success@secureframe.com, or Support at support@secureframe.com, for assistance. 

What access role does an auditor have when accessing my account?

• Auditors have "Auditor role" when accessing customer accounts. Here is a list of the auditor role permissions here. 

I don't have an Auditor (APC), how do I get one?

• If you do not see the Auditor Dashboard, but you are an audit partner, please email support@secureframe.com to get your dashboard created.
• Our team will create an instance right away and schedule Dashboard training if needed

• Auditor Partner Console (APC) are free for our Audit Partners