SmartHubs Documentation

Setting Up Your Workspace

Configure your SmartHubs workspace for your organization's audit needs.

Last updated: February 2026

ℹ️

Workspace Setup

A properly configured workspace ensures smooth audit operations and consistent collaboration across your team.

Initial Workspace Creation

When you first log in to SmartHubs after account creation, you'll be guided through workspace setup. Here's what you need to prepare:

  • Organization name (e.g., "Acme Corporation")
  • Industry/sector information
  • Headquarters location
  • Organization logo (optional, for branding)
  • Primary contact information

Setup Workflow

  1. 1

    Create Workspace

    Initialize your organization workspace with basic information.

  2. 2

    Configure Organization Settings

    Set up general preferences, branding, and system defaults.

  3. 3

    Invite Team Members

    Add staff and assign appropriate roles and permissions.

  4. 4

    Set Up Teams & Groups

    Organize team members into logical teams for better access control.

  5. 5

    Configure Audit Templates

    Create standard templates for common audit types in your organization.

  6. 6

    Customize Reporting Preferences

    Set up branding and report format preferences.

1. Create Your Workspace

Click "Create New Workspace" on your account dashboard. Enter your organization name and basic information. SmartHubs will automatically create your workspace and provide you with admin access.

2. Configure Organization Settings

Navigate to Settings → Organization. Configure the following:

  • Organization Name: Your official organization name
  • Logo: Upload your company logo for branding
  • Description: Brief description of your organization
  • Headquarters Address: Primary office location
  • Industry: Select your industry/sector
  • Timezone: Set your primary timezone for consistency
  • Audit Standards: Select applicable standards (SOX, COSO, etc.)

3. Invite Team Members

Go to Settings → Team Members and click "Invite Members".

For each team member, provide:

  • Email address
  • First and last name
  • Role (see below for role definitions)
  • Department/team assignment

Available Workspace Roles:

Workspace Owner

Full administrative access to all workspace functions.

Audit Manager

Can create and manage audit projects, manage team access.

Auditor

Can execute audits and create evidence and findings.

Reviewer

Can review and approve audit work (read-heavy role).

Stakeholder

Read-only access to reports and findings.

Role Assignment Best Practice

Assign roles based on job function and responsibility level. You can modify roles later as needed.

4. Set Up Teams & Groups

Teams help organize members and control access to specific audit projects. Go to Settings → Teams.

Create teams that match your organization structure, such as:

  • Internal Audit Team
  • Financial Controls Team
  • Operational Audit Team
  • IT Security Team
  • Compliance Team

Add team members to appropriate teams. Teams can be used to restrict audit project access and collaborate on specific audits.

5. Configure Audit Templates

Templates standardize your audit process. Go to Settings → Audit Templates and create templates for common audit types.

For each template, define:

  • Template Name: e.g., "Financial Controls Audit"
  • Description: Purpose and scope of this audit type
  • Standard Procedures: Pre-populated audit procedures
  • Timeline: Typical duration and key milestones
  • Deliverables: Expected report components
  • Required Fields: Information to capture for all audits of this type
ℹ️
Templates save time when creating new audits. You can customize templates for each audit project if needed.

6. Customize Reporting Preferences

Go to Settings → Reporting to configure how audit reports appear.

  • Logo & Branding: Upload company logo and set color scheme
  • Report Sections: Choose which sections to include in reports
  • Header/Footer: Customize text that appears on every report page
  • Default Language: Set report language preference
  • Finding Severity Levels: Define how findings are categorized
  • Report Distribution: Set email preferences for report sharing

Additional Workspace Configuration

Security & Access Control

Go to Settings → Security to configure:

  • Password requirements and expiration
  • Two-factor authentication (2FA) requirements
  • Single Sign-On (SSO) integration if applicable
  • IP address restrictions (optional)
  • Session timeout policies

Integrations

Go to Settings → Integrations to connect with other tools:

  • Email integration for notifications
  • Calendar integration for scheduling
  • Cloud storage (Google Drive, OneDrive, Dropbox)
  • Third-party applications via API

Notification Preferences

Configure how team members receive notifications about audit activities:

  • Email notifications for assignments
  • In-app notifications for updates
  • Daily/weekly summary digests
  • Escalation rules for urgent items

Post-Setup Tasks

After completing the initial setup, consider these next steps:

  • Schedule training for your team on SmartHubs
  • Create your first audit project using a template
  • Document your audit standards and procedures
  • Set up audit schedules for the year
  • Configure your approval workflows
  • Test report generation with sample data
✅
Your workspace is now ready! Proceed to Creating Audit Projects to launch your first audit.

Need help? Contact our support team