Use Admin to manage organization-level settings, users, security, notifications, billing, and product customizations in AuditFindings.
Before you begin
- Your role determines which Admin areas and actions you can access.
- Only the primary account holder can make some plan and billing changes.
- Review the effect of security, user, and billing changes before saving them.
Open Admin
- Sign in to AuditFindings.
- Select Admin in the left navigation.
- Select the area you want to manage.
Choose an Admin area
- Manage Company: Manage the company profile and the Department, Country, and Region tabs.
- Plan/Billing: Review subscription and billing information. Only the primary account holder can change plans.
- User Management: Manage users and groups from the User and Group tabs.
- Security: Review the Authentication Log and configure Security and Single Sign On settings, including Microsoft ADFS, Okta, and SAML.
- Notifications: Configure notifications for issues assigned to you, issues you follow, issues you own, additional notified users, key field changes, and CAPs.
- Customizations: Configure fields and reference data, including statuses, priorities, reports, tags, root causes, verifications, audit types, and file types and categories.
- Change Log: Review AuditFindings product changes and release history.
Confirm you are in the correct area
The selected Admin page displays its available tabs and controls. If an area or action is missing, your account may not have the required role or ownership permissions.
Tips and troubleshooting
- An Admin area is not visible: Ask your AuditFindings administrator to confirm your role and permissions.
- A plan-change control is unavailable: Confirm that you are signed in as the primary account holder.
- You are changing security or user access: Document the current configuration and confirm a recovery path before making a high-impact change.