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User Profiles: Safety Reports
Updated over 2 months ago

User Profiles:

The Users tabs purpose is to classify each of your users. We offer three different user types:

  • Full users - A full user is a user who has a full license and access to the mobile app. This is where they can create and submit inspections

  • Sub User - A sub user is an individual who is limited to doing inspections that admin has assigned to them. Sub users won't have a start inspection button in the app, but they can do an inspection assigned to them.

  • Limited user - A limited user is where a user is only allocated a certain number of inspections as a full user per month and once the limit is reached they will have to wait till the month renews to do more. This is a special case scenario and can only be utilized as a paid portion of the application.


User groups:

The User Group tabs purpose is to group users together in bulk:

  • This is helpful for companies who operate in different areas/states. You can add groups and classify them by state or area. Then you can pull data to the specific people in that group.

  • This function essentially allows you to run reports on a group basis versus an individual basis.


Checklists:

The Checklists tabs purpose is to give a group of users access to checklists in bulk:

  • This option allows a group to move users in bulk versus doing it per user under the user tab.

    • For example: If you need 50 users to have access to a certain checklist you can do this here.


Import users:

The Import User tab is there for admins to add users in bulk.

  • As an admin you can import a list of users to your inspections module. We do require a CSV and there is a template that we suggest using. For information on the template please reach out to our support team.

  • Additionally you can have our support team assist in getting this created and imported.

Author: Sarah Arnold


Coming soon!

Importing Users Guide with template.

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