Give auditors what they need, and keep a record of everything they did.
Put audit material in its own folder, invite the auditor, and grant only the permissions they need. When the audit ends, remove their access in one step. The audit log keeps the record.
Controlled access with a full trail.
A dedicated audit folder
Keep everything for the audit in one place, separate from the rest of your files.
Read access, plus a place for requests
Tick View and Download on the material you publish, and Upload on a requests folder for their questions.
Every action recorded
The audit log records uploads, downloads, deletions and permission changes, with the person, the time and device details.
Export the trail
Filter the log by category, event or date and export it as CSV or JSON. Owners and admins can export.
Remove access when it ends
Revoke their permissions on the folder, or suspend or remove them from the workspace.
No guest fees
Auditors are members like anyone else, and members are unlimited.
Setting up for an audit
- 01
Create the audit folder
Add the documents the auditor needs, plus an empty subfolder for their requests.
- 02
Invite the auditor
Under Settings → Team Members, choose Invite and enter their email address with the Member role.
- 03
Grant read access
On the audit folder choose Share / Manage Permissions, then Grant Permission. Pick the auditor and tick View and Download.
- 04
Let them upload requests
On the requests subfolder, grant them Upload as well.
- 05
Close it out
When the audit ends, revoke their permissions or choose Remove Member. Export the audit log for your records.
Questions, answered
Can we prove what the auditor accessed?
Yes. Each audit log entry records the action, the person, the time and device and network details. Search the log or filter it by category, event or date, then export the result as CSV or JSON.
How long is the audit log kept?
Twelve months.
How do I limit the auditor to the audit folder?
Grant their permissions on the audit folder only. Permissions on a folder apply to its subfolders and files, and you can revoke them at any time.
Run your next audit from one folder.
60 days free, no credit card, unlimited members.