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When is this helpful?

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When is this helpful?

When you would like to bypass any distribution lists that have been set up in the system and will only send the report to the auditor.

Step 1: Log in to the admin portal: on a Desktop. Under ‘Setup’, select ‘Users ’.

From this screen, select the auditor and tap edit. Upon completing a report, the report will only be sent to this Auditor and not the usual distribution list that has been configured under email template.

Tap to enable Keep the Reports Private as per below (green is enabled)

Once disabled, the reports will be sent to the usual distribution list.

Related article

How to Add New User (Manage Access Rights)

How to Restore Users

How to Delete/Archive Users

Workflow Setup and How to Enable Approval Workflow

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