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Org Admin Workspace & Team Setup

Org Admin (Auditing Association / Prüfungsverband) workspace on the CoopPilot Dashboard for managing client cooperative portfolios, field auditors, compliance deadlines, and discrepancy workflows.

1. Workspace Overview, KPIs & Audit Logs​

The central Org Admin workspace on the CoopPilot Dashboard presents macro-level governance metrics:

  • Assigned Cooperatives Portfolio: Total client cooperatives under audit jurisdiction.
  • Active Audits Queue: Ongoing founding audits (§11 GenG) and mandatory recurring statutory audits (§53 GenG).
  • Open Discrepancy Tickets: Count of active L1–L5 compliance tickets across all client coops.
  • Audit Association Activity Logs: Immutable log tracking auditor assignments, status changes, and certificate issuances.

2. Coop-Admin Onboarding via Invite​

Org Admins can invite new cooperatives to join their auditing association portfolio:

  1. Open Portfolio > Cooperatives and click Invite Cooperative.
  2. Enter the legal Cooperative Name, Commercial Register ID, and Board Lead Email.
  3. An automated secure invitation email containing an association linking request is sent to the Coop-Admin.
  4. Upon confirmation by the Coop-Admin, the cooperative is linked to your auditing association portfolio.

3. Pre-Onboarded (Existing) Coop Addition to Audit Org​

For cooperatives already operating on CoopPilot that choose to join your association:

  1. Navigate to Portfolio > Add Existing Cooperative.
  2. Select or enter the cooperative's registered name / ID.
  3. Send a Portfolio Association Request.
  4. Once accepted by the Coop-Admin, the cooperative's historical share register, statutes, and previous audit files transfer into your association portfolio.

4. Account Creation of Team Members (Auditor & Sub-Auditor)​

Org Admins create and manage field auditor user accounts under Team Management:

  1. Click Add Team Member.
  2. Enter Auditor Name, Professional Email, and Select Designated Role:
    • Auditor: Full audit review rights, issue discrepancy approvals, sign final audit certificates.
    • Sub-Auditor: Checklist item verification, ticket logging, escalation rights.
  3. The system dispatches credentials and secure login instructions for the Internal Audit Portal.