Request Auditing Access

Assurance organisations can request temporary read-only access to another PATtech organisation for auditing and verification purposes.

Steps to Request Auditing Access

1. Sign up as an Assurance persona.

2. Wait for your application to be approved by the PATtech Admin Team.

3. Log in to your PATtech account.

4. After logging in, you will land on the Counterparty Access page.

5. Click Request Auditing Access (or the equivalent action button).

6. Select the Target Organisation from the dropdown list.

7. Select the Access Duration:

   • 3 months
   • 6 months
   • 12 months
   • 24 months

8. (Optional) Enter a short message explaining the purpose of the audit.

9. Click Submit Request.

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What Happens Next

1. The target organisation will receive a notification of your auditing request.

2. The organisation must review and approve the request.

3. Once approved:

   • You will gain read-only access to the organisation.
   • You can switch between organisations (if multiple are approved).
   • Access will remain active for the selected duration unless revoked earlier.

4. After the selected period expires, access will automatically be disabled.