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Results for Team Management

How to disable and enable non-SSO logins

  • Team Management

Single sign-on (SSO) is a great way to mitigate site access risks and reduce password fatigue from different username and password combinations. If you have SSO set up for your iAuditor organization, you can secure your data even further by disabling non-SSO logins, in other words, only allow users to log in via the SSO...

How to manage template and inspection access rules (new experience)

  • Team Management

Information access is an important factor in achieving success for an organization. That’s why we’ve developed a simple experience to provide templates and inspections access to users and groups in your organization. In iAuditor, there are two parts to providing users and groups access. Step one, share or give users or groups access to the...

How to add and remove users from groups

  • Team Management

Groups are a great way to help you organize users and manage document access, as well as organization permissions in bulk. This article shows you how to add and remove users from groups, either one at a time or in bulk, on the web app. Before you begin Please note that users can only be...

How to manage organization sites

  • Team Management

We understand that organization structures change from time to time, including the sites or locations that are used. In these scenarios, you can rename existing sites, change which region or area sites fall under, or even delete obsolete sites completely. This article shows you how to edit and delete sites in your organization on the...

How to disable and enable sites in your organization

  • Team Management

The Sites feature is a great way to help categorize your inspections by different locations at an organization level. However, we understand that sites may not be relevant for all users in your organization or that you might already have an alternate solution to track inspection locations. So as an administrator, you have the ability...

How to export your organization user list to CSV

  • Team Management

We understand that from time to time, you may need to review the list of users in your iAuditor organization. Rather than checking each user account one by one, you can export the user list to a CSV spreadsheet for you to assess in bulk or import it into another platform for record-keeping. This article...

How to update organization details

  • Team Management

In iAuditor, all users in a team or organization can view its details, such as the name, address, and contact information. This not only can help users identify with their organization better but also assist them to find out who to potentially contact for internal questions on iAuditor. This article shows you how to update...

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 who has access to which templates to conduct inspections, and who automatically gains visibility to those inspection results. This article outlines the best practices when it comes to sharing and lays out four key questions you should ask yourself before setting up your template sharing and...

How to manage user accounts in your organization

  • Team Management

As an administrator, you may be called upon from time to time to help your users with their iAuditor accounts. With iAuditor, you perform a range of tasks on the web app to assist your users in the field, such as removing a registered device, customizing the account notification settings, and helping reset the account...

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...

How to assign additional administrators in your organization

  • Team Management

In iAuditor, an organization administrator is responsible for and has the capability to manage all areas in the organization. From assigning other users or groups permissions to creating and managing organization sites, the administrator role is key for an organization to function effectively. However, we understand that as your organization changes or scales, you may...

How to add sites to your organization

  • Team Management

As an administrator or supervisor, managing information across multiple sites or locations can be very taxing, especially if the data captured by your users doesn’t indicate where they are from. Using the Sites feature, you can be confident that inspections will always indicate where they originated as your users will always be prompted to select...

How to provide users full access to templates and inspections

  • Team Management

We understand that as administrators or managers of an organization, it’s important to have full visibility of the data in your organization. With iAuditor, you can provide users with this exact level of access to templates and inspections without having to set up sharing and auto-sharing manually. This article shows you how to provide users...

How to reassign document ownership

  • Team Management

Whenever a template or inspection is created in iAuditor, the user who created it becomes the owner of that document. By default, the document owner has full permission over a template or inspection. We understand that organization structures can constantly shift and that from time to time, the ownership of documents may also need to...

How to create and remove groups in your organization

  • Team Management

As your organization scales, it can become very taxing to manage permissions and document access on an individual user level. To address this problem, you can create groups to organize your users into teams, such as a “managers” group and a “users” group. This is a great way to not only provide template and inspection...

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...

How to assign and manage organization permissions

  • Team Management

It is important to structure your organization on iAuditor so that certain feature access is only provided to users or groups that require them, such as the ability to manage subscription billing or to view all inspections in the organization. Permissions management in iAuditor allows you to control feature access, ensuring that not everyone can...

How to custom brand your iAuditor organization

  • Team Management

Logos are an important piece for achieving success at businesses and organizations. They are the symbol that team members, customers, or stakeholders use to recognize your brand and to connect memories with the services you provide. In iAuditor, you can customize your iAuditor organization’s interface, so that your users see your organization logo when they...

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,...