📖 Complete User Guide · v1.0

Wisdsol Tech — Audit Platform

Full documentation for Tenant Admins, Auditors, and Client Company users — from onboarding your first client to generating board-ready financial reports.

1. Platform Overview

WisdSol is a multi-tenant audit management SaaS. Your organisation (the "tenant") is an audit firm. You manage multiple client companies, conduct structured audits using customisable templates, and track findings through to resolution — all while maintaining a professional public presence for your firm.

🏛

Platform Level

WisdSol administrators manage all tenants, subscriptions and platform analytics. You do not have access to this tier.

🏢

Tenant Level (Your Firm)

Your audit firm. Manage companies, auditors, templates, workspace modules, billing, analytics and your public landing page.

🏭

Company Level (Clients)

Your client companies have a read-only portal to view their audits, findings and reports. They cannot see other clients' data.

🌐

Public Landing Page

Each firm gets a public marketing page at /firm/your-slug/ showcasing services, team and a client portal link.

2. User Roles & Permissions

Role	Capabilities	Cannot
Platform Admin	Full access: tenants, subscriptions, users, analytics	—
Platform Staff	View/manage tenants and data, analytics	Billing, delete tenants
Tenant Admin	Everything within their firm: companies, auditors, templates, workspace, billing, landing page	Other tenants' data
Tenant Auditor	Conduct audits, use all workspace modules, generate reports	Manage team, change subscription
Company Admin	View audits and findings for their company, manage company users	Create audits, access workspace
Company Staff	Read-only view of their company's audits and findings	Edit any data

Navigate to /accounts/login/ or click Sign In on the landing page. After authentication you are automatically redirected to your role-appropriate dashboard.

ℹ️

To reset a forgotten password, ask your Tenant Admin (or Platform Admin for admin accounts) to update it via the user management screen.

A Client Portal link is also available on your firm's public landing page for your clients.

The left sidebar is your primary navigation. It adapts to your role — Tenant Admins and Auditors see the full audit toolkit; Company users see only their portal sections.

Sidebar Section	What's Inside
Brand / Logo area	Your firm logo, name and practice type. Clicking it goes to your dashboard.
User block	Your avatar, name, role. Icons for profile settings and sign out.
Overview	Dashboard and client companies list.
Audits	All audits, create new audit, templates.
Workspace	Workspace Hub (all 6 modules) and Billing & Invoices.
Reports & Insights	Analytics, reports, findings report.
Account	Team management, subscription, firm settings.
Public page shortcut	Quick link to your live public landing page (if enabled).

📱

On mobile, the sidebar is hidden by default. Tap the hamburger icon (≡) in the top-left of the topbar to open it. Tapping any nav link closes it automatically.

5. Profile & Avatar

Access your profile at My Account → Profile & Avatar in the sidebar, or click your avatar in the topbar.

Upload your photo

Click the camera icon on the avatar circle. Select a photo (JPG, PNG). A live preview shows immediately — no page reload needed.

Update your details

Edit first name, last name, email and phone. Username and role cannot be changed by the user.

Save

Click Save Changes. Your avatar updates everywhere — sidebar, topbar, and team cards.

Change Password

Click Change Password button on the profile page. Enter your current password then new password twice.

6. Firm Settings & Logo Tenant Admin Only

Go to Account → Firm Settings (/tenant/settings/). This page has two sections: Practice Area and Firm Details.

Uploading Your Logo

Find the logo square at the top of the Firm Details card

It shows your current logo or the first letter of your firm name if no logo has been uploaded.

Click the camera icon

Select a square image (PNG, JPG — 1:1 ratio recommended, max 2MB).

Preview & Save

The logo previews live. Click Save Settings. The logo immediately appears in the sidebar and on your public landing page.

Practice Area

Choose your firm's primary specialisation. This controls which workspace modules appear first (as large Primary cards) vs secondary when you open the Workspace Hub for any client company.

Practice Area	Primary Modules
Accounting & Financial	Financial → IT → Compliance
IT & Cybersecurity	IT → Compliance → Operational
HR & People	HR → Compliance → Operational
Regulatory & Legal	Compliance → HR → Financial
Operational & Management	Operational → Financial → HR
Environmental & ESG	ESG → Compliance → Operational
General Audit Firm	Financial → IT → HR (balanced)

7. Public Landing Page

Every firm gets a public marketing page at /firm/<your-slug>/. It showcases your services, team, stats and contact details — and links visitors to your client portal.

Customising Your Page

All customisation is in Firm Settings → Public Landing Page section:

Field	Where It Appears
Show Landing Page	Toggle the page on/off. Off = returns 404 to public.
Tagline	Hero headline (e.g. "Precision Auditing for Modern Businesses")
About Your Firm	Narrative text in the About section
Brand / Accent Colour	Hero buttons, section accents, nav bar colour
Years in Practice	Hero stats bar
Clients Served	Hero stats bar
Certifications	Shown as pills in the About section (comma-separated)
LinkedIn / Twitter URL	Footer social icons

The Services section is automatically generated from your Practice Area — no manual input required. The Team section shows all active auditors in your firm. The Completed Audits count is pulled live from your audit data.

✅

Use the Preview button (top-right of the Landing Page card in settings) or the firm shortcut at the bottom of your sidebar to see your live page.

8. Client Companies

Adding a Company

Go to Client Companies → + Add

Navigate via the sidebar or /tenant/companies/add/.

Fill in details

Name, Registration Number, Industry, Email, Phone, Address.

Assign an auditor

Choose the lead auditor from your team who will manage this client.

Set status and save

Active / Inactive / Suspended. Only Active companies can have new audits.

9. Team Management

Tenant Admins can manage team members at Account → Team.

⚠️

Auditors count against your subscription plan's auditor limit. Check your plan's allowance before adding new team members (visible in Account → Subscription).

Toggle the active switch on the user list to activate or deactivate accounts. Deactivated users cannot log in but their data is retained.

10. Audit Templates

Templates define the questionnaire structure for audits. Global templates (created by WisdSol) are available to all firms. On Professional/Enterprise plans you can create unlimited custom templates.

Creating a Template

Audits → Templates → + New Template

Choose a name and category: Financial, Compliance, Operational, IT, Environmental, HR.

Add Sections

On the template detail page, click + Add Section for each major area of the audit.

Add Questions to each Section

Six types: Yes/No, Text, Rating (1–5), Multiple Choice, Numeric, Date. Mark required questions with the required flag.

11. Creating an Audit

Audits → + New Audit

Or use the sidebar shortcut.

Select company and template

Choose the client company and which template questionnaire to use.

Set details

Title, description, priority (Low/Medium/High/Critical), scope, objectives, scheduled dates.

Assign team

Set a Lead Auditor (required) and optional team members who can also fill responses.

Save → Draft status

Audit is created in Draft. No one is notified yet.

12. Audit Workflow

Draft→ In Progress→ Under Review→ Completed or Cancelled

On the audit detail page, the questionnaire is displayed as an accordion grouped by section. Responses save automatically via AJAX — no Save button needed per question. A progress bar shows completion percentage.

Button	Transition	Notes
`Start Audit`	Draft → In Progress	Records actual start date automatically
`Submit for Review`	In Progress → Under Review	Questionnaire is locked for editing
`Complete Audit`	Under Review → Completed	Requires overall score (0–100) and conclusion
`Cancel Audit`	Any → Cancelled	Data is retained; cannot be undone

13. Findings Management

Findings are issues identified during an audit. Add them via + Add Finding on the audit detail page.

Severity	Meaning	Expected Response
Critical	Immediate operational/security/compliance risk	24–72 hours
Major	Significant control weakness	Within 2 weeks
Minor	Process improvement opportunity	Within 30 days
Observation	Informational, no immediate action	Next review cycle

Finding lifecycle: Open → In Progress → Resolved → Closed. Company Admins can add a Management Response to each finding explaining their remediation actions.

14. Reports

Available at Reports & Insights → Reports for all Completed audits.

📄

HTML Audit Report

Printable full report. Use browser Print → Save as PDF for client delivery.

📊

CSV Export

All findings and responses in spreadsheet format for further analysis.

🚩

Findings Report

Cross-audit findings filterable by severity and status. Exportable to CSV.

💰

Financial Report

Consolidated printable financial report from the workspace: GL, trial balance, bank rec, budget, tax, assets.

15. Workspace — Financial & Accounting

Access via Workspace Hub → click a company → Financial & Accounting Dashboard.

Sub-module	URL	What It Does
General Ledger	`/workspace/[pk]/gl/`	Debit/credit entries with flagging, period/type/account filters, running totals
Trial Balance	`/workspace/[pk]/trial-balance/`	Account-type grouping, auto-balance verification, dark-footer totals
Bank Reconciliation	`/workspace/[pk]/bank-rec/`	Statement vs book, auto-computed adjusted balance and difference, status auto-set
Budget vs Actual	`/workspace/[pk]/budget/`	Variance % auto-calculated, over-budget highlighted in red
Fixed Assets	`/workspace/[pk]/assets/`	Straight-line and declining balance depreciation, NBV tracking
Tax Compliance	`/workspace/[pk]/tax/`	VAT, CIT, PAYE, WHT tracking with outstanding amount auto-calculated
Financial Report	`/workspace/[pk]/financial-report/`	All 6 modules consolidated into one printable report

💡

Flag unusual GL entries using the is_flagged checkbox — they appear highlighted in amber and count on the Financial Dashboard alert strip.

16. Workspace — IT & Cybersecurity

Sub-module	Key Feature
IT Risk Register	Likelihood × Impact = Risk Score, auto-classified Critical/High/Medium/Low. Filter by category and status.
Vulnerability Tracker	CVE IDs, CVSS scores (coloured by severity), patch date tracking, overdue patch alerts
Control Testing Log	Pass/Fail/Partial per control, frameworks: ISO 27001, NIST CSF, COBIT, PCI-DSS, SOX, GDPR. Evidence capture.

17. Workspace — HR Compliance

Sub-module	Key Feature
HR Policy Reviews	9 policy areas. Compliance status: Compliant / Partial / Non-Compliant / Not Reviewed. Overdue review alerts.
Payroll Audit	Auto-calculates variance between actual and expected net pay. Discrepancies flagged automatically. CSV export.

18. Workspace — Regulatory Compliance

Sub-module	Key Feature
Regulatory Checklist	Per-regulation requirements (GDPR, SOX, HIPAA, PCI-DSS…). Compliance rate shown as donut chart. Filter by regulation.
Breach & Incident Log	Full incident lifecycle: discovery → containment → root cause → resolution. Regulatory notification tracking. Affected records count.

🚨

If Regulatory Notification Required is checked on a breach, record the notification date once filed. This creates an auditable trail.

19. Workspace — Operational

Sub-module	Key Feature
KPI Tracker	Auto-status: Meeting (±5%), Below, or Above target. Department-level breakdown. Period filtering.
Supplier Assessment	4-dimension scoring (Financial, Quality, Delivery, Compliance) → weighted Overall Score. Approval workflow.

20. Workspace — ESG Metrics

Track Environmental, Social and Governance metrics at /workspace/[pk]/esg/dashboard/.

Pillar	Example Metrics
🌱 Environmental	CO₂ Emissions, Energy Consumption, Water Usage, Waste Recycled
👥 Social	Women in Leadership, Training Hours, Lost Time Injury Rate, Community Investment
🏛 Governance	Board Independence, Ethics Violations, Supplier ESG Audits, Data Breaches

Each metric stores Baseline → Target → Actual. The vs Target percentage is auto-calculated. Export all metrics to CSV at /workspace/[pk]/esg/csv/.

21. Billing & Invoicing

Access via Workspace → Billing & Invoices in the sidebar. The billing dashboard shows totals across all client companies.

Creating an Invoice

Select a client company → New Invoice

Go to the billing dashboard, select a company, then click + New Invoice.

Set invoice details

Prefix (e.g. INV), title, description, issue date, due date, currency. Invoice number is auto-generated.

Add line items

Click + Add Item. Each row: description, quantity, unit price. Subtotal updates live.

Apply tax and discounts

Enter tax rate (%) and any fixed discount in the Summary panel. Total is recalculated instantly.

Create → mark as Sent

Invoice is created in Draft. Click Mark as Sent to formally issue it to the client.

Recording a Payment

On the invoice detail page, scroll to Record Payment. Enter the amount, payment date, method (Bank Transfer, Cash, Card, Mobile Money) and reference number. Once total amount paid ≥ invoice total, status changes to Paid automatically.

Printing / Saving as PDF

Click the 🖨 Print button on the invoice detail page, or the printer icon on the invoice list. This opens a clean standalone page without any navigation — use your browser's Print → Save as PDF for client delivery. Paid invoices automatically display a PAID stamp.

22. Analytics

Dashboard	Who Sees It	Charts Included
Platform Analytics	Platform Admin/Staff	Audits over 12 months, top tenants by volume, finding severity distribution
Tenant Analytics	Tenant Admin/Auditor	Monthly audit trend, audits by company, finding severity, auditor performance table, company score table
Company Analytics	Company Admin/Staff	Audit completion stats, finding severity donut, recent audit history with scores

23. CSV Exports

Export	URL
General Ledger	`/workspace/[pk]/gl/csv/`
Trial Balance	`/workspace/[pk]/trial-balance/csv/`
Budget vs Actual	`/workspace/[pk]/budget/csv/`
Fixed Assets	`/workspace/[pk]/assets/csv/`
Payroll Audit	`/workspace/[pk]/payroll/csv/`
ESG Metrics	`/workspace/[pk]/esg/csv/`
Audit Findings (per audit)	`/reports/audit/[pk]/csv/`
Cross-audit Findings	`/reports/findings/csv/`

24. Specialist Single-Module Firms

WisdSol supports firms that focus on just one audit discipline. Four specialist demo firms are pre-seeded, each with a single primary module, their own landing page and realistic data:

🔐

CyberShield Auditors

IT & Cybersecurity only. CVE tracking, risk registers, ISO 27001 / NIST / PCI-DSS control tests.

👥

PeopleFirst HR Audits

HR Compliance only. 9 policy domains, payroll variance detection, overdue review alerts.

🌱

GreenTrace ESG Advisory

ESG only. 14 metrics across E/S/G pillars. Mining sector data. Stakeholder-ready reports.

📈

OpsPulse Management

Operational only. KPI tracker (8 KPIs), supplier assessments (5 suppliers). Logistics sector.

Each specialist firm has its own branded public landing page at /firm/cybershield/, /firm/peoplefirst/, /firm/greentrace/, /firm/opspulse/. Their landing page services section is automatically tailored to their practice area.

25. Demo Credentials

Run python manage.py seed_demo to populate all demo data. Run python manage.py seed_demo --clear to reset and reseed from scratch.

Platform

Username	Password	Role
`platform_admin`	`Admin@1234`	Platform Admin
`platform_staff`	`Staff@1234`	Platform Staff

Apex Audit Partners — Accounting Firm (Professional Plan)

Username	Password	Role
`apex_admin`	`Apex@1234`	Tenant Admin
`apex_auditor1`	`Apex@1234`	Auditor
`apex_auditor2`	`Apex@1234`	Auditor
`tn_admin`	`Company@1234`	Company Admin — TechNova Inc
`bsf_admin`	`Company@1234`	Company Admin — BlueSky Finance
`gb_admin`	`Company@1234`	Company Admin — GreenBuild Corp

Global Compliance Co — Compliance Firm (Starter Plan)

Username	Password	Role
`gc_admin`	`Global@1234`	Tenant Admin
`gc_auditor`	`Global@1234`	Auditor
`hf_admin`	`Company@1234`	Company Admin — HealthFirst Medical
`mr_admin`	`Company@1234`	Company Admin — Meridian Retail

Specialist Single-Module Firms

Username	Password	Firm & Role
`cs_admin`	`Cyber@1234`	CyberShield — Tenant Admin
`cs_auditor`	`Cyber@1234`	CyberShield — Auditor
`np_admin`	`NovaP@1234`	NovaPay Fintech — Company Admin
`pf_admin`	`People@1234`	PeopleFirst — Tenant Admin
`pf_auditor`	`People@1234`	PeopleFirst — Auditor
`vf_admin`	`Volta@1234`	Volta Foods — Company Admin
`gt_admin`	`Green@1234`	GreenTrace — Tenant Admin
`gt_auditor`	`Green@1234`	GreenTrace — Auditor
`sm_admin`	`Savanna@1234`	Savanna Mining — Company Admin
`op_admin`	`Ops@12345`	OpsPulse — Tenant Admin
`op_auditor`	`Ops@12345`	OpsPulse — Auditor
`ll_admin`	`Lagos@1234`	Lagos Logistics Hub — Company Admin

Wisdsol Tech — Audit Platform

TABLE OF CONTENTS

1. Platform Overview

2. User Roles & Permissions

4. The Sidebar

5. Profile & Avatar

6. Firm Settings & Logo Tenant Admin Only

Uploading Your Logo

Practice Area

7. Public Landing Page

Customising Your Page

8. Client Companies

Adding a Company

9. Team Management

10. Audit Templates

Creating a Template

11. Creating an Audit

12. Audit Workflow

13. Findings Management

14. Reports

15. Workspace — Financial & Accounting

16. Workspace — IT & Cybersecurity

17. Workspace — HR Compliance

18. Workspace — Regulatory Compliance

19. Workspace — Operational

20. Workspace — ESG Metrics

21. Billing & Invoicing

Creating an Invoice

Recording a Payment

Printing / Saving as PDF

22. Analytics

23. CSV Exports

24. Specialist Single-Module Firms

25. Demo Credentials

Platform

Apex Audit Partners — Accounting Firm (Professional Plan)

Global Compliance Co — Compliance Firm (Starter Plan)

Specialist Single-Module Firms

Wisdsol Tech — Audit Platform

TABLE OF CONTENTS

1. Platform Overview

2. User Roles & Permissions

3. Logging In

4. The Sidebar

5. Profile & Avatar

6. Firm Settings & Logo Tenant Admin Only

Uploading Your Logo

Practice Area

7. Public Landing Page

Customising Your Page

8. Client Companies

Adding a Company

9. Team Management

10. Audit Templates

Creating a Template

11. Creating an Audit

12. Audit Workflow

13. Findings Management

14. Reports

15. Workspace — Financial & Accounting

16. Workspace — IT & Cybersecurity

17. Workspace — HR Compliance

18. Workspace — Regulatory Compliance

19. Workspace — Operational

20. Workspace — ESG Metrics

21. Billing & Invoicing

Creating an Invoice

Recording a Payment

Printing / Saving as PDF

22. Analytics

23. CSV Exports

24. Specialist Single-Module Firms

25. Demo Credentials

Platform

Apex Audit Partners — Accounting Firm (Professional Plan)

Global Compliance Co — Compliance Firm (Starter Plan)

Specialist Single-Module Firms