Dashboard Overview
SMAuditor is an online audit management platform. As a Manager, you oversee the entire audit lifecycle — from registering companies and assigning auditors to reviewing completed audits and delivering certificates.
Company Management
Register client companies, manage profiles, track audit engagements.
Users & Roles
Create accounts for auditors and clients, assign roles and permissions.
Audits & Applications
Create audit applications, select standards, assign auditors, track progress.
Forms & Questionnaires
Send questionnaires to clients, review completed forms.
Document Templates
Manage templates with variables for automated report generation.
Reports & Export
Generate audit packages, export to Excel/Word, deliver documents.
Sign In
How to access the manager dashboard.
Open the Auditor Portal
Navigate to app.smauditor.io in your browser. Managers and auditors use the same login page.
Navigate the Dashboard
After signing in you will see the main navigation:
- Applications — audit applications list with filters
- Companies — client company directory
- Standards — certification standards library
- Users — user account management
Company Management
Register and manage client companies in the system.
View Company List
Go to Companies in the main navigation. You'll see all registered companies with names, addresses, and active audits count.
| # | Company | Country | Audits | Status |
|---|---|---|---|---|
| 1 | Acme Corp | Germany | 3 | Active |
| 2 | TechFlow Ltd | UK | 1 | New |
| 3 | SafeNet GmbH | Austria | 2 | In Progress |
Create a New Company
Click "+ New Company". Fill in:
- Company Name — official legal name
- Address — registered office address
- Country — country of registration
Click Save to create the record.
Company Details & Tabs
Click a company name to open details. Tabs available:
- Audits — all audit applications for this company
- Consulting — consulting engagements
- Forms — questionnaires assigned to the company
- Documents — uploaded files and generated packages
- Users — client accounts linked to this company
Users & Roles
Create and manage user accounts, assign roles and permissions.
Understanding Roles
The platform has four user roles:
- Admin — full access to all modules and settings
- Manager — manages companies, audits, users, documents
- Auditor — conducts audits, fills forms, generates reports
- Client — fills questionnaires, views results, accesses documents
Create a New User
Go to Users and click "+ New User":
- Name — full name
- Email / Login — used for sign-in
- Password — initial password
- Role — Admin, Manager, Auditor, or Client
- Language — preferred interface language (EN/UA/RU)
Assign Client to Company
For Client users, link them to a company: company detail page → Users tab → assign. The client then sees only their company data.
Send Invitation Email
Click "Send Invitation" to email a link for setting their password. Clients access app.smauditor.io/company/login.
Audits & Applications
Create audit applications, assign auditors, and track the audit lifecycle.
Create an Application
Go to Applications → "+ New Application":
- Company — select from registered companies
- Standard — certification standard (ISO 27001, ISO 9001, etc.)
- Audit Type — initial, surveillance, recertification
- Start / End Date — planned audit dates
Assign an Auditor
In application details, select an Auditor from the dropdown. They will see it in their dashboard.
Track Application Status
Applications move through stages:
Confirm Completed Audit
When auditor completes work, review results and click "Confirm" to finalize.
Forms & Questionnaires
Manage questionnaires that clients and auditors need to fill.
Assign Forms to Companies
When you create an application with a standard, the system auto-creates relevant forms. You can also manually assign additional forms from the company → Forms tab.
Send Forms to Client
Click "Send to Client" to email the questionnaire link. They fill it through the Client Portal.
Review Form Status
Track completion:
- New — not yet started
- In Progress — client is filling
- Submitted — ready for auditor review
- Completed — auditor confirmed
Auditor Feedback Cycle
Auditor adds comments on the form. Client gets notified, updates answers. This loop continues until the auditor is satisfied.
Document Templates
Create and manage templates for automated document generation.
Understanding Templates
Templates are pre-formatted files (Word/Excel) with placeholder variables. The system replaces them with actual audit data.
${company_name}, ${audit_date}, ${auditor_name}Manage Standards & Templates
Go to Standards. Each standard has a folder structure with templates. You can:
- Upload new template files
- Organize into folders
- Edit variable placeholders
- Set up packages for audit types
Generate Document Package
In an application, click "Generate Package". The system:
- Takes all templates for the standard
- Substitutes form data into placeholders
- Generates final documents
- Creates a downloadable ZIP package
Reports & Export
Export data and generate audit report packages.
Export to Excel
From any application detail, click "Export to Excel" to download a spreadsheet with all audit data and form responses.
Export to Word
Click "Export to Word" to generate a formatted audit report document.
Download Full Package
Click "Download Package" for a complete ZIP with all documents, certificates, and supporting files.
Audit Workflow
The complete audit lifecycle from start to finish.
Preparation
- Register the client company
- Create a client user account and send invitation
- Create audit application with selected standard
- Assign an auditor
Data Collection
- Send questionnaire forms to client
- Client fills forms through Client Portal
- Auditor reviews and provides feedback
- Feedback loop until information is complete
Audit Execution
- Auditor conducts audit (on-site or remote)
- Fills audit-specific forms and checklists
- Generates document package from templates
- Submits for manager review
Delivery
- Manager reviews audit results and documents
- Confirms the application
- Downloads final document package
- Delivers report and certificate to client
Tips & FAQ
Frequently asked questions and useful tips.
How do I invite a new client to the platform?
Create a Client user (Users → + New User → Role: Client), link to a company, click "Send Invitation". They'll receive an email to set their password.
Can I assign multiple auditors to one audit?
Each application has one primary auditor. For team audits, assign the lead auditor and coordinate with team members externally.
How do I add a new certification standard?
Standards → "+ New Standard". Create the name, set up folder structure, upload document templates.
What does "Generate Package" do?
Takes all templates for the standard, replaces variables with actual data, creates downloadable Word/Excel files in a ZIP.
Client didn't receive the invitation email
Check email address is correct, ask client to check spam. You can resend or manually set a temporary password.
How to change the interface language?
Language switcher (EN/UA/RU) in the top right corner. For users, set preferred language when creating their account.
How do I contact support?
Email info@smauditor.com