Guides

Membership Audit Report

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1. Purpose

Automatically audit and monitor user permissions across your Anduin funds and data rooms to ensure secure, up-to-date access control.

2. Key Benefits & Features

  • Visibility into permissions across selected Funds and Data Rooms
  • Run audits manually, on a schedule, or based on specific triggers
  • Customize the list of report recipients
  • No credentials or technical setup required

3. Target Personas

  • All FundSub customers (the feature is free and easy to enable)
  • Especially useful for operations teams to verify that access is revoked when team members change roles or leave the organization

4. Prerequisites

4.1 Third party app requirements

  • None

4.2 Anduin app requirements

The user must either:

  • Have admin access to the intended funds and data rooms, or
  • Know a team member with admin access who can grant the necessary permissions during setup

5. Pre-Setup Checklist

TaskOwner
Permission to Anduin funds and Data roomsCustomer

6. Internal Step-By-Step Rollout Guide

6.1 Grant access to the Integration Hub

  • Customers need to contact their Implementation manager to ensure they have access to the Integration Hub

6.2 Locate the solution

  • In the Browse tab of the Integration Hub, the customer can locate the Email (Membership Audit Report) solution

6.3 Install the solution

  • Step 1: Click Install to begin setup

  • Step 2: Name the Integration

    • Recommend a clear name (e.g., “Email integration by [User Name]” or include the fund/data room name)
    • Click Next: Link to Anduin objects

  • Step 3: Grant integration permission to customer’s intended objects (funds, data rooms)

    • Step 3.1: A list of accessible Anduin objects (e.g., Funds, Data rooms) will appear
    • Step 3.2: Click Open next to the relevant fund and data room

    • Step 3.3: In the permission module, find the integration name and click Add
    • Step 3.4: Return to the Integration Hub - the fund and data room should now show a “Linked” tag

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If the target fund and data room are not listed, there are 2 options

  1. Customer needs to be added with admin role for that fund/data room, then return to the step 3.2. Customer should be able to see the target fund/data room there
  2. Customer requests their team member who has admin role in that fund/data room to perform step 3.3 using Settings > Integrations in the FundSub/DataRoom app and they can continue with step 3.4

6.4 Configure the solution

  • The customer may rename the integration or proceed as-is

  • A brief description of the integration is provided

  • Define the reporting scope

    • Audit Type: Choose FundSub only, DataRoom only, or both
    • For DataRooms: exclude specific roles (e.g., “Observer”) to filter LP recipients

  • Final step:

    • Set the reporting frequency (e.g., manual, weekly, monthly)
    • Define email recipients and name the report attachment

6.5 Validate the solution

How to run the flow

  • For scheduled reports: wait for the next scheduled run to receive the email

  • For one-time/manual:

    • Go to the Test tab
    • Copy and open the test URL in your browser to force-run the integration

Output

  • The email will look like this

  • The report will be emailed with two tabs:

    • Raw data
    • Permission matrix

Updated 2 days ago