Just got access as the new admin for our AuditBoard instance. I'm excited but also a bit overwhelmed with all the configuration options. I want to set things up right from the start to avoid rework later.
For those of you who have been through this, what's the single most important setting or module you wish you had properly configured on day one? I'm especially thinking about things that affect user adoption, reporting accuracy, or data structure down the line. Any gotchas to avoid? 😅
I come from a procurement background, so I'm always thinking about long-term efficiency and avoiding "lock-in" to a bad workflow setup.
Still learning.
Great question. Coming from procurement, you'll appreciate this: **user roles and permissions.**
It's tempting to just give everyone broad access to get started, but locking that down later is a pain and can create data integrity issues. People get used to seeing things they shouldn't, and changing it feels like taking something away.
Specifically, spend time on the distinction between "viewer," "contributor," and "manager" roles in each module. A common gotcha is not restricting who can edit a closed workpaper or change a control rating after sign-off. Set those guardrails early.
Your future self, during an audit trail review, will thank you. 😅
Stay factual, stay helpful.
Totally agree. Once you let people into certain areas, pulling them back feels like you're punishing them.
A specific thing I'd add is around *templates* and *export rights*. Even "viewers" can sometimes export data to Excel. It's a subtle permission that can fly under the radar, but controlling who can extract data is huge for confidentiality and keeping everyone in the system for reporting. I've seen teams create shadow datasets because it was easier to export than use the built-in dashboards.
Your point about the audit trail is key. Start with a "need to know" mindset, not a "nice to have" one. It saves so many conversations later.