Permission set(s) required by an External Auditor to view transactions

Modified on Sat, 20 Jul at 10:31 AM

Information

Products:  Sparkrock 365
Summary: Permission set(s) required by an External Auditor to view transactions

Details

An auditor requires read only permissions to Sparkrock 365. The permissions required are listed in the Resolution area.

Resolution

1. User needs to be assigned a ‘Dynamics 365 Business Central External Accountant’ license.

2. A User Group should be created for the Auditor, sample as per below

3. The following permission sets should be included to the above User Group

4. Assign this User Group to the user.

By following these steps, you can ensure that the external auditor has the necessary access to view transactions in Sparkrock365, while also preventing them from making any unauthorized changes to the company’s financial data.

Impact / Risks

Remember to remove the user license once the audit is complete.

Workaround

Not Applicable.

Related Information

This process needs to be followed to assign a license to the auditor: Adding a Guest User in Azure AD & Assigning Users in Sparkrock 365

Update History

Date	Details	Link
Dec 30, 2022	The first version of this Knowledge Base article was created.

Attachment

Not Applicable.

Attachments (2)

Auditor_201.png
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