Managing the Platform

By Audit Now

• 3 articles

Organization Settings – Manage Your Company Information

The Organization Settings page in Audit Now allows administrators to define and update essential company details. These settings serve as a foundation for checklists, audits, reports, and user management—ensuring everything is accurately branded and properly aligned with your organizational structure. Step-by-step: How to edit your Organization Settings 1. Go to Settings - From the left-hand menu, click on Settings. - Select Organization from the submenu. 2. View or Edit Your Company Details The following fields are available for editing (based on your permissions): | Field | Description | |---|---| | Organization Name | This name appears in reports and analytics. Ensure it's your full legal or commonly recognized name. | | Business Address | Street address, city, state, and country where your main operations are based. | | Website URL | Add your company’s website (e.g. www.companyname.com) for reference and branding. | | Logo or Organization Picture | Upload your company’s logo to be used in reports and dashboards. | 3. Edit Fields - Click on the edit (pencil) icon next to each field. - Update the information as needed. - For logo upload: click on the image placeholder or existing logo, then upload a new file. 4. Save Your Changes - After editing each field, click Save to confirm. - Changes take effect immediately and are reflected across audit exports, dashboards, and relevant pages. Permissions and Access Only users with appropriate administrative roles or permissions can make changes to Organization Settings. If you're unable to edit a field: - Contact your system administrator. - Confirm your role under the Settings > User Management section. Tips for Maintaining Accurate Organization Info - Keep branding consistent: Use a high-resolution logo and correct company name for professional reports. - Audit readiness: Ensure addresses and contact details are always up to date for regulatory or compliance reporting. - Centralized data: Use this page as your single source of truth—especially helpful for multi-location businesses. Next article: Location Levels & Hierarchy →

Last updated on Oct 15, 2026

Location Levels & Hierarchy – Structure and Manage Your Sites

✅ Read Before Defining Your Locations: Organization Settings – Manage Your Company Information Audit Now lets you define custom location levels (like Region, Branch, Store) and then create real-world locations within that structure. This hierarchy powers key features like user permissions, audit assignments, and analytics filtering — and ensures your platform mirrors your business layout. Step 1: Define Your Location Levels The Level Management page lets you set up the tiers of your location hierarchy — from broadest (e.g. Country) to most specific (e.g. Store). How to Add Location Levels: 1. Go to Settings > Location 2. Click Level Management button 3. Click “Add Same Level” or “Add Child Level” 4. Enter a level name (e.g. Region, Site, Zone) You can rename levels anytime. This won’t delete existing locations but may affect hierarchy structure. Step 2: Add and Manage Locations After defining levels, go back to the Manage Locations page to start populating your organization’s actual locations. How to Add a Location: 1. Go to Settings > Location 2. Click on an empty location field and fill in: - Name (e.g. Chicago Branch) - Level (choose from your defined levels) 3. Click “Add Same Level” or “Add Child Level” to add more locations Locations will now appear in a nested list based on your defined structure. Why Location Setup Matters | Feature | Benefit | |---|---| | Role-based access | Assign users to specific locations so they only see relevant audits | | Targeted scheduling | Plan audits for each location level (e.g. quarterly HQ audits, weekly store checks) | | Powerful reporting | Filter insights by Region, Store, etc. to identify trends and risks faster | Best Practices - Keep levels simple: Use 3–4 levels max (e.g. Country > City > Site) - Consistent naming: Stick to standard formats (e.g. “NYC – Retail 1”, not “retail 01”) - Clean up regularly: Archive or delete old locations to reduce clutter Next article: User Groups – Organize Users by Team or Function →

Last updated on Oct 15, 2026

User Groups – Organize Users by Team or Function

User Groups in Audit Now allow you to cluster users based on departments, locations, or roles (e.g., Region Managers, Store Supervisors). This makes it easier to assign audits, control access, and filter reports by team. Step-by-step: How to Create a User Group 1. Go to Settings - From the left-hand navigation menu, go to Settings > User Groups 2. Click "New Group" - On the top-right, click the New Group button 3. Name Your Group - Enter a clear, descriptive name (e.g., Warehouse Inspectors, Northeast Supervisors) 4. Add Users - You can add members directly while creating the group - Click the Users field and select from the dropdown or start typing names 5. Save the Group - Click Create Group to finalize How to Edit or Delete User Groups - Edit: Click a group’s name to view and modify members, or change group name - Delete: Use the three-dot menu (⋮) beside a group to remove it Deleting a group does not affect historical audit records. However, it becomes unavailable for future assignments. Tips for Using User Groups Effectively | Use Case | Benefit | |---|---| | Access Control | Assign audits and checklists by group rather than individuals | | Performance Reporting | Filter analytics by group to track team-level compliance | | Scalability | Simplify permissions and scheduling as your organization grows | Next Article: Adding & Inviting Users →

Last updated on Oct 15, 2026