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Client viewers and auditors: give someone read-only access

Invite someone outside your school to look, never change: a client viewer sees status on chosen sites, an auditor sees evidence, the audit log and requirements. Access ends on the date you choose.

2 min readLast updated

Applies to: Audit & Quality · School admin

On this page

Give someone outside your school read-only access for a set time. Nothing they can open lets them change anything. School admins only.

Who they usually are

  • Client viewers: a client's facility manager, a council, a league or a funder who wants to see that your providers are cleared. They see each provider's status on the sites you choose, how many people each company has on site now, and inductions. Without sites, they see your register: each provider's status and how many requirements they meet. Never documents, people's names, contact details or ticket numbers.
  • Auditors: an ISO, OHS or accreditation auditor, a state sporting body, a funder's auditor or, for builders, a Federal Safety auditor. They see evidence packs labelled with their name, the audit log, requirements and their reviews, sign-offs, internal audits and gate records, and the safety, planning and chemicals records you keep.

Before you start

  • Audit & Quality is on in Settings → Your packs.
  • Your email address is confirmed.
  • Client viewers see chosen sites: if you use sites, add one first.

How to give someone access

  1. Step 1: Open Users & access, then Client viewers and auditors.
  2. Step 2: Under Give someone access, choose the Kind of access: Client viewer or Auditor.
  3. Step 3: Type their Name, Email and, if you like, Their organisation and Purpose (for example “ISO 45001 surveillance audit”).
  4. Step 4: Choose Access ends on.
  5. Step 5: If you use sites, tick the Sites (or Every site, for auditors only).
  6. Step 6: Select Send invitation.

What happens next

  • They're emailed a link to choose a password; it works once, for 7 days (or until their access ends, if sooner). They then set up two-step sign-in.
  • Someone who already has an iComply account signs in with their existing password. An email that already belongs to someone in your school can't be used.
  • Their row shows Invited, then Active, then Ended on the date you chose, or Revoked if you end it.
  • Access ends automatically at the end of the date you chose.

How to end access early

  1. Step 1: On their row, select End access.
  2. Step 2: Type Why? (for example “Audit finished”) and select End access now.

Limits

  • Auditors: up to 30 days from today.
  • Client viewers: up to a year.
Every page they open is recorded: in Who looked at what where your school has that page, or counted in the Views column on this page. Granting and ending access is in the audit log.
Open Client viewers and auditors
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