Workspace
Settings
Security, user controls, product settings, and AI governance.
User Security
Users, roles, permissions, and access policies.
Open User Listing & Permissions
ERP Integrations
Connect ERP systems and data sources for automated evidence extraction and reconciliation.
Manage ERP Connections
Modules
Control which modules appear in the sidebar and are accessible to users. Turning a module off hides it from navigation but does not delete any data.
Dashboard
Standard and AI dashboards — control heatmaps, SOC reliance status, UAR status, and custom dashboards.
Planning
Audit planning, testing plans, timeline view, scoping documents, memos, and annual plan.
SOC Report Reviews
SOC report analysis, qualifications & exceptions tracking, and bridge letter management.
Control Monitoring
Continuous control monitoring dashboards and automated control health tracking.
Vendor Risk
Third-party and vendor risk assessments, scoring, and monitoring.
UAR Reviews
User Access Review — roles to permissions mapping, users to permissions/roles review, exception tracking, and SoD conflict identification.
Agents
AI-powered audit agents — Senior, Manager, and Executive — for automated analysis and insights.
Requests
Audit requests and evidence collection, business and IT request boards, and PBC tracking.
Evidence & Testing Intelligence
AI-powered evidence review against control requirements, and workpaper review for completeness and accuracy.
Change Log Review
AI-powered change log review — validates management review, completeness, accuracy, tie-back to change tickets, and log source.
Testing
Walkthroughs, design and operating effectiveness testing, workpapers, and test of controls documentation.
Master Data
Scoping & Materiality
Materiality thresholds, significant accounts, and scoping decisions within Master Data.
Narratives
Process narratives and Word document uploads within Master Data.
Dashboard Widgets
Control Heatmap
Heatmap grid of controls colour-coded by issue count.
Controls by Application
Control counts grouped by application and system.
Gradient Heatmap
Colour-intensity heatmap reflecting weighted issue volume.
Remediation Status Matrix
Counts of remediation items split by Not Started / In Progress / Completed.
Treemap — Top Controls
Size-proportional tiles for the highest-issue controls.
Heat Bar
Horizontal bar chart of the top controls by issue count.
SOC Reliance Status
Vendor SOC review status summary and outstanding items table.
UAR Status
User Access Review status breakdown and records summary.
User Control
Appearance, location, and time zone preferences.
Appearance
Location
Time Zone
Product Settings
Engagement year registry, current year context, and archive state.
Viewing YearCurrent server year: None
Engagement Year Registry
| Fiscal Year | Start | End | Status | Current | Archive | Rollforward Source | Retention End | Legal Hold | Actions |
|---|
AI
AI
Manage rubrics and review outcomes for evidence checks.
AI Evidence Review Rubric is available to Aurik Super Admin only.
AI Rubric Weights
Edit universal dimension weights. Total must equal 100%.
Aurik Profiles
Framework
Total: 0%
Integrations
Configure external systems, mail, storage, and AI provider connections used by Aurik.
Email
Configured via environmentSMTP / SES credentials drive password reset and outbound notices.
Storage
Configured via environmentS3 bucket and region settings are used for document and evidence storage.
AI Provider
EnabledOpenAI-backed extraction and review flows follow the AI settings above.
Future Integrations
Ready for expansionUse this section for ERP, ticketing, IAM, and workflow integrations next.