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Results for Team Management

How to set up failed login attempt lockout in your organization

  • Team Management

Keeping people safe is at the heart of SafetyCulture’s purpose, so we want to ensure that your data is safe and secure. As part of this goal, we have made it possible to set up account lockouts in your organization to protect your team’s iAuditor accounts. This article shows you how you can set up...

How to share templates with other organizations

  • Team Management

We understand that different teams or departments within your company or organization might be in separate iAuditor organizations, but need to use a template you have created already. That’s why we made it possible to share your templates across to another iAuditor organization on the web app. This article shows how you can share a...

How to manage template sharing and inspection auto-sharing

  • Team Management

To keep up with the various changes that a team may go through, it is important to adjust how your forms and reports are shared. This article shows you how to manage existing sharing settings, for templates and inspection auto-shares, as well as individual inspections. For the best experience, we recommend setting up sharing on...

Sharing: Four key questions

  • Team Management

Sharing is a fundamental part of iAuditor. It controls (1) who gets access to which templates to complete inspections, and (2) who automatically receives the results of those inspections. In this article, we summarize our how-to guide with some important questions you’ll want to ask yourself before getting started with your sharing setup. You will...

User management

  • Team Management

As an administrator, you may have the responsibility of helping your users with their profiles or invite and remove team members. This article will show you all the features and functionalities your organization "Users" page offer, to help you manage your team effectively. To navigate to the "Users" page, login to the iAuditor WebApp and click on...

How to deactivate and remove users

  • Team Management

We understand that in some scenarios, you may have employees leaving the company and no longer requiring their iAuditor accounts or have seasonal workers/contractors who only require accounts for a short period of time. Depending on the situation, you can deactivate or remove users to either revoke access from them or reassign their documents to...

Add an additional admin to your account

  • Team Management

iAuditor accounts are often managed by more than one person. If you need to share the administration of an account with another person or group of people, these instructions will tell you how it's done. If you want to assign admin permissions to a group of people, first make sure to add them to a...

Share iAuditor with the Invite Link

  • Team Management

The invite link provides a simple way for colleagues to join your iAuditor organization. By default, the link is disabled, but it can be enabled by navigating to the "Users" page under your organization, and clicking on Add Users. Share via link Go to your organization tab on the left sidebar Click on the “Users”...

Create and manage sites

  • Team Management

As the manager or operator of multiple teams that span dozens, maybe even hundreds, of different physical locations, one of the most vital facets of your job is to understand, analyze, and compare the performances of each of those locations. Add your sites to gather better inspection insights within your organization. Intelligent insights at the...

Data Management and Data Access Permissions

  • Team Management

Data Access and Data Management are special admin-level permissions on the iAuditor web app.  Any user with one or both of these permissions will have the ability to see inspections and templates created across their organization. The main difference between the two is that Data Management grants "view, edit, and delete" access to all inspections...

What is Document Ownership?

  • Team Management

It is important for most teams and companies to have an owner of the documents they use - usually someone that will update, maintain, and correct templates as they are used in your day to day operations.  This makes the documents secure and provides a degree of quality control for your templates and reports. This...

Creating teams using groups

  • Team Management

Use groups in iAuditor to add individual users to teams. From there, you can share templates and inspections, as well as assigning permissions at the group level. Users can be members of multiple groups and can also be removed from groups if required. Their permissions and templates will automatically update accordingly. iAuditor WebApp: Creating a group...

How to add users to your organization

  • Team Management

Users are the engines that drive your iAuditor experience. Whether it’s conducting inspections or building templates, analyzing data or managing teams, iAuditor user accounts are essential for team members to raise safety and quality standards across an organization. This article shows you how to add users to your organization one at a time and in...

Permissions

  • Team Management

It is important to structure your organization on iAuditor so that certain accesses are only provided to managers or administrators. Permissions in iAuditor allow you to provide feature access to specific users or groups. This ensures that not everyone can inadvertently make unwanted changes to the organization, such as adding or removing users, updating subscription...

Custom Branding

  • Team Management

Custom branding allows you to replace the logos and color scheme (accent color and accent font color) for iAuditor, the web app with your own. Upon launching iAuditor on your mobile device, or accessing your account on iAuditor, the web app, your custom branding will display for all users in the organization. Setup Custom Branding Login...

How to share templates and auto-share inspections

  • Team Management

Having access to the information you need is an important factor in achieving success for an organization. That’s why we’ve developed a simple way to assign templates and inspections to the relevant users/groups in your organization. In iAuditor, there are two steps to the sharing process. Step one, sharing the template to users or groups,...