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Results for Team Management

Manage User Devices

  • Account Management
  • Team Management

    Administrators now have the ability to manage their users’ devices directly within the iAuditor web platform and the User Profiles.  Please see the User Profiles article for information on accessing your users’ profiles.        

Managing User Profiles

  • Account Management
  • Team Management

Users’ information can change over time; passwords may need updating and you may, as an administrator, need to alter the information for a user’s account in order to fit within your Organisation’s structure. Editing User Information User Profiles allows administrators to edit the account details of users within their organisation.  The following details can be...

Scheduling Inspections on the Web

  • Team Management

Your users can now view their assigned schedules on the web app as well as complete them via the existing audit editor.  The “My Schedules” page will become the default page when clicking on the Schedule menu item.   When a user clicks on a scheduled inspection, they will see a window showing the details of the...

Adding Sites and Sites Reporting

  • Analytics
  • Reports
  • 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, analyse, and compare the performances of each of those locations. This is a brief description about setting up and using the new Sites feature. Add...

What is Organisation Data Ownership?

  • Account Management
  • Reports
  • Team Management
  • Templates

What is Organisation Data Ownership? Organisations of all sizes accumulate a lot of data and useful templates from a variety of sources.  However, issues can arise when there is no clear definition of documents that belong to your organisation Fortunately, iAuditor allows an organisation to exert ownership over the documents its users create, ensuring that...

Scheduling Quickstart Guide

  • Inspections
  • Reports
  • Team Management

iAuditor now allows you to schedule audits for your team members.  You can log in to the iAuditor web app to get started with our Quickstart Guide! Log into your account on the iAuditor web platform. Click the new Scheduling icon on the left to start! First you’ll see the scheduling menu, which will show you...

Downgrade To a Free Account

  • Team Management

There are many reasons to need to downgrade to a free account – perhaps you need to delete your Organisation, or your free trial is coming to an end.  You may even be nearing the end of your billing period, and would like to downgrade to a free account moving forward. Downgrading to a Free...

Send Email if Audit Score Below Threshold with Zapier

  • Integrations
  • Team Management
  • Workflows

Zapier can be used to send an email if an audit is completed with a score below some specified threshold. See the following steps to set up a Zap like this. For a more general overview of Zapier, please see Zapier Integration with iAuditor. Step 1: Create a new Zap and pick either the “Audit Completion” or...

Leaving an Organization in iAuditor

  • Team Management

How to leave an organization We know that workplaces are fluid, and structures change within teams.  From time-to-time, you may need to remove or leave an organization . Here’s a step-by-step guide on how to do so when: I am not an administrator of my organization In order to leave an organisation, you must contact...

Push, Email, and SMS Notification Settings

  • Team Management

iAuditor has the ability to send notifications for inspections, actions, and schedules. This page will show you how to configure notification settings on the iAuditor website and mobile app. iAuditor Website Click on your name at the top of the menu docked to the left side of the screen. Click on “Notifications” at the top...

Registering for iAuditor

  • Account Management
  • Team Management

You can register for iAuditor through the iAuditor Website or the iAuditor app as an individual user, or as part of an Organization, and either Registering through the iAuditor Website Go to https://app.safetyculture.io/register.html Complete all fields in the form, and then click on “Sign Up” 3. A confirmation email will be sent to the email address...

Create an Organization

  • Account Management
  • Team Management

What is an Organization? An Organization allows a group of users to collaborate together effectively, all while keeping the information private. Becoming part of an organization means that you can create a template or an inspection, and share that template or inspection within the organization. Setting Up an Organization Log in to the iAuditor Web App. These...

Changing a Username

  • Account Management
  • Team Management

There may be times when a username needs to be changed from one email address to another. How to change an iAuditor username Log in to your iAuditor account in the iAuditor web app with your original email address. Click on your name in the left side bar. 3. Click “My Profile” and “Change Email.” 4. Enter in the new address and...

Groups in an Organization

  • Team Management

Groups Groups simplify and streamline the way that you manage the individual users within your organization. By creating groups and adding your users to their respective group, you can then share templates and audits and assign permissions at a group level and know that every person included in the group will receive the same permissions and templates. Users...

Adding and Removing Users from an Organization

  • Team Management

Adding Users Go to your organization tab on the left sidebar and click on the “Users” tab. Then click on the “Add Users” button on the right. Enter in the users’ email address, first name and last name. To add multiple users at once, click the “Add another user” link, additional rows will be added....

Organization User Permissions

  • Team Management

Organization permissions allow you to define who has access to what within your organization – such as managing billing and subscription, adding/removing users, groups and permissions, and creating templates. You can customize the permissions for the whole organization, an individual user or a group of users with the following options: Admin – Ticking this box will...

Billing and Subscriptions

  • Account Management
  • Team Management

A subscription with iAuditor provides you with additional useful tools for you and your team. Have some questions about the ins and outs of Billing and Subscriptions?  Let’s take a look at some common ones:     Signing Up for a Subscription A subscription to iAuditor starts with registering an account, logging in, then clicking the...

Export Profiles

  • Reports
  • Team Management

Export profiles allow the formatting and appearance of completed inspections to be customized.  An export profile can be created and attached to a specific template so that when inspections are conducted from that template, the reports will be uniform. This is useful when working in teams to help keep reports uniform and also reduce the number of...

Downgrading Accounts and Cancelling Subscriptions

  • Account Management
  • Team Management

As your needs, roles, and teams change, you may have to cancel a subscription to SafetyCulture or downgrade an account from one subscription type to another. We’ve got some help below on cancelling your subscription, as well as downgrading your account to a lower subscription level. Downgrade Your Account Downgrading is useful if you find yourself...

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