Update

Update

To edit an existing Auditor, follow the sequence below:

1. Click on the Auditors page in the Navigation panel.
   

Auditors - List page

2. Next, find your desired Auditor and click on the Pencil icon in the Actions column before it.
   

Auditors - Update icon

3. An immersive Update window form appears where you can edit the fields viz. First Name , Last Name , ID proof , Email, Contact Number, Address Line 1, Address Line 2, Country, State, City and Zipcode, Preferred Language of that Auditor.

Auditors - Update window form

4. Additionally, click on the External Network User checkbox as well as the Set as System Auditor checkbox if required.

Auditors - Update window form

5. Click on the Next button to move on to the Master Table section.
   

Update window - Master Table section

6. Here, select or deselect any Master Table as you need. Likewise, you can also enable or disable the Download or Upload buttons as needed.

7. Furthermore, you can also delete or add columns that you want from the Master Table. Just click on the Cross icon beside a particular column to delete it. Click on the +Add More option to add new columns from the Master Table.
   

Update window - Master Table section

8. Click on the Update button to successfully update the Auditor.

9. A notification Workflow auditor updated successfully. appears at the bottom left of your screen once the process is completed.
   

Update notification

Error notification