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Set up an Auditro workspace

Add the legal entity, reporting period, and tender details used throughout the workspace.

Start here8 minutesAdministrator
Open Auditro

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Outcome

The workspace is ready for financial records and an ICV review.

Before you start

  • Your legal entity name
  • Trade licence details
  • The financial period you want to review
01

Sign in and open company setup

Sign in to Auditro with your work email. New accounts open company setup automatically.

02

Add the legal entity

Enter the company name and trade licence details exactly as they appear in your records. Each legal entity has a separate workspace.

03

Choose the reporting period

Select the financial period you want to review. Auditro links records and evidence to this entity and period.

04

Add the tender details

Enter the tender value, score threshold, and decision date if you know them. Score control uses these values to show commercial exposure.

05

Confirm the workspace

Check the entity, period, regime, and tender details. Finish setup to open Score control.

06

Invite the team

Give contributors access to add records and documents. Reserve administrator access for people who manage settings and connections.

Completion check

The workspace is ready for financial records and an ICV review.

If you do not see this result, check the previous step, reporting period, and your access level.

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