How can temporary access to SupportAbility be granted for the purpose of an audit?
SupportAbility Manages Privacy using the combination of Site and Service.
They have then also created a temporary Staff account for the required stakeholder, granting them with this limited access, along with including this Site/Service combination in the required Clients' records only.
Service and Site
A Service may be created with the name 'Audit' for example, along with a Site with the name of 'Limited Access'. For example:
Client Service Participation
Once this is activated, it allows you the ability to give the Client/s requiring audit, access to the Site and Service via their Client Service Participation details in the Client Record:
Your organisation could then create a Staff Account for the Stakeholder, giving them itemised (limited) access only to this Site and Service:
This means they will only be able to view the Client's with the same itemised access.
Once access is no longer required, we would suggest de-activating the Staff Account. By Unticking 'User is Active' on the Staff Account.