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Team management - User access - Auditor role

The new Auditor role in Cryptio allows you to securely share financial reports with third parties—without exposing internal configurations, transactions, or sensitive data.

Article images_User access_2.jpg

Why does this matter?

External audits are essential, but full workspace access can create unnecessary risk. The Auditor role offers read-only, reports-only access, keeping your data secure while remaining audit-ready.

What can auditors see?

Auditors have access to:

  • The Reports module only
  • All report categories are available in the workspace, including:
    • Monthly reporting
    • Ledger and balance reports
    • Audit support files
    • Any custom reports set up in your workspace
  • Functionality to view, generate, and export reports

They do not have access to:

  • Wallets, transactions, sources, or settings
  • Labeling, tagging, or data modification tools
  • Any other module beyond Reports

📌 Note:

  • Access is module-level—there are no individual report restrictions.
  • No access to other modules or configuration areas within the workspace
  • No row-level or wallet-specific report filtering
  • One role per user—cannot combine with other roles

Who is it for?

This role is designed for:

  • Audit firms working with crypto-native companies or enterprises
  • Finance and compliance teams sharing data with third parties
  • Organizations need to align with internal controls or audit-readiness frameworks

Used by roles like CFOs, Controllers, External Auditors, and Compliance Officers.

Best practices

  • Use for external collaborators needing scoped report access
  • Combine with internal audit cycles to maintain the separation of duties
  • For broader access needs (e.g., transaction visibility), use the Accountant role instead
  • Always review module-level permissions before inviting users

⚙️ How to assign the role

Admins can assign the Auditor role to new or existing users:

  1. Go to Manage Workspaces
  2. Select your workspace
  3. Click Invite a user
  4. Enter their email
  5. Select Auditor as the role
  6. Send the invite

🔗 Looking to manage broader team access? Learn more about all user roles and workspace permissions in Cryptio.