Use groups in iAuditor to add individual users to teams. From there, you can then 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 be automatically update accordingly.

IMPORTANT NOTE

You can only create a Group if you have the relevant permissions. Please see Permissions for more information.

Creating a group

  1. Go to your organization tab on the left sidebar and click the “Groups” tab.
  2. Any existing groups will appear on the list.
  3. Click “+ Create New Group” on the top right to create a new group.
  4. Give your group a name, and a brief description (optional).
  5. Add users to the group by typing their name or email address into the “Members” field.
  6. Existing users that are a part of your Organization will appear in a list under the field once you begin typing.
  7. Click the user that  appears in the dropdown, and then click “Add to Group.”
  8. After inviting all of the users, click on “Save.”

Removing a group

  1. Go to your organization tab on the left sidebar and click the “Groups” tab.
  2. In the Groups listing there is a “Delete Group” button.
  3. Select the button if you want to delete the group.

 

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