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Results for Team Management

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

  • Auditing
  • 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...

What is Document Ownership?

  • Account Management
  • Analytics
  • Reports
  • Team Management
  • Templates
  • Uncategorized

Your Team and Document Ownership 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...

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...

What are SMS, Email and Push Notifications?

  • Team Management

With Notifications, iAuditor users have the ability to notify the appropriate users or groups in real-time whenever a particular response is selected during an audit. Notifications can be sent via email, push notification or SMS, enabling faster communication between teams. What does this mean for your team?  It means that specific notifications will be sent...

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 Organization information private. Being part of an Organization means that you can create a template or an audit, and share that template or audit with the Organization. Setting Up an Organization Log in to the iAuditor Web App Click...

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

An organisation is a great way to bring a team’s efforts to the forefront through iAuditor – here’s how to add new users and remove existing users from your organisation. Adding Users Individually If you are only adding one or two users to your organization or would like to add another user later down the...

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...

Extra Devices

  • Account Management
  • Team Management

Every iAuditor user account is able to sign in with up to three separate devices by default. This three device allowance is included as part of each user’s subscription. As an organization admin, you can raise the device allowance for any users in your organization at a cost. The cost of adding an additional device is the same as...

Billing and Subscriptions

  • Account Management
  • Team Management

iAuditor is powerful and effective even as a free app.  The subscriptions we provide, however, give it a great deal more function and provide you with features like Sharing, and Analytics for seeing common issues and trends. A subscription to iAuditor provides you with additional useful tools for you and your team. Have some questions...

Export Profiles

  • Reports
  • Team Management

Export Profiles allow you to customize the export settings and appearance of your final audit report. An export profile can be created and attached to a specific template so that when audits are conducted from that template, the reports will be uniform. This is useful when working in teams, and reduces the number of steps to export an audit....

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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