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 our web app, however, the process can also be done on the mobile app. If you have not set up any sharing on your template yet, check out our guide on how to share a template and auto-share inspections.

You must have at least the “View and Edit” permission to manage sharing settings for both templates and inspections. If you are an administrator, learn how you can assign yourself the Data Management permission to have full access to all templates and inspections in your organization.

Edit inspection auto-sharing

IMPORTANT NOTE

Changes made to inspection auto-sharing only apply to new inspections moving forward. If you would like to apply your new auto-sharing structure to existing inspections, contact our customer support team for assistance.

Web App

  1. Log in to the iAuditor web app.
  2. Select “Templates” from the left-hand side menu.
  3. Hover your cursor over the template you wish to edit the inspection auto-sharing for.
  4. Click “Share” on the right-hand side.
  5. The Sharing option window appears. Ensure “Basic Sharing” is displayed on the lower-right corner of the window. If you see “Advanced Sharing", click to proceed.
  6. This lists the group(s) or user(s) that the template is currently shared with.
  7. Click on the downward arrow beside the name of the group or user that you wish to change inspection auto-sharing for.
  8. This lists the group(s) or user(s) that the above group or user’s inspections currently auto-share to, in the gray shaded area.
  9. To remove group(s) or user(s) from the inspection auto-sharing, click the “X” on the right-hand side of their name.
  10. To edit the permission provided to existing group(s) or user(s), click the current access level of “View”, “View and Edit”, or “View, Edit and Delete” to select the new permission.
  11. To add new group(s) or user(s) to the inspection auto-sharing, click “+ Add new” within the gray shaded area.
  12. Select the checkboxes of groups or users you wish to have inspections auto-share with.
  13. Each time you select a group or user’s checkbox, click “Select Permission” on the right-hand side to select the inspection access level you wish to provide for the group or user.
  14. Click “Done” at the lower-right corner of the window to finish adding inspection auto-sharing.
  15. New inspections conducted by the above group or user will now auto-share to the new group(s) or user(s) you have added.
  16. Repeat this for other inspection auto-sharing settings you wish to edit.

Mobile app: Android

  1. Log in to iAuditor on your mobile device.
  2. Tap on “Inspections” at the bottom of your screen.
  3. Select the “Templates” tab at the top of your screen.
  4. Search and select the template you wish to edit the inspection auto-sharing for.
  5. Select “Share with team members” from the pop-up options.
  6. This lists the group(s) or user(s) that the template is currently shared with.
  7. Tap on the name of the group or user that you wish to change inspection auto-sharing for.
  8. This lists the group(s) or user(s) that the above group or user’s inspections currently auto-share to.
  9. To remove group(s) or user(s) from the inspection auto-sharing, tap on the downward arrow on the right-hand side of their name, and select “Remove Access”.
  10. To edit the permission provided to existing group(s) or user(s), tap on the downward arrow on the right-hand side of their name, and select the new permission.
  11. To add new group(s) or user(s) to the inspection auto-sharing, tap the blue button at the lower-right corner of your screen.
  12. Select the groups or users you wish to have inspections auto-share with.
  13. Tap the rightward arrow at the upper-right corner of your screen when you are ready to move on.
  14. Tap the downward arrow next to each group or user name.
  15. Select the inspection access level you wish to provide for the group or user.
  16. Tap the leftward arrow at the upper-left corner of your screen to finish adding inspection auto-sharing.
  17. Repeat this for other inspection auto-sharing settings you wish to edit.

Mobile app: iOS

  1. Log in to iAuditor on your mobile device.
  2. Tap on “Inspections” at the bottom of your screen.
  3. Select the “Templates” tab at the top of your screen.
  4. Search and select the template you wish to share.
  5. Select “Share template” from the pop-up options.
  6. This lists the group(s) or user(s) that the template is currently shared with.
  7. Tap on the name of the group or user that you wish to change inspection auto-sharing for.
  8. This lists the group(s) or user(s) that the above group or user’s inspections currently auto-share to.
  9. To remove group(s) or user(s) from the inspection auto-sharing, tap the 3 dots on the right-hand side of their name, and select “Remove”.
  10. To edit the permission provided to existing group(s) or user(s), tap the 3 dots on the right-hand side of their name, and select the new permission.
  11. To add new group(s) or user(s) to the inspection auto-sharing, tap “Add auto share”.
  12. Select the groups or users you wish to have inspections auto-share with.
  13. Select the groups or users you wish to have inspections auto-share with.
  14. Tap “Share” at the upper-right corner of your screen once you’re ready to move on.
  15. Tap the 3 dots on the right-hand side of the group or user name to select the inspection access level you wish to provide for the group or user.
  16. Tap “Share” at the upper-left corner of your screen to finish adding inspection auto-sharing.
  17. Repeat this for other inspection auto-sharing settings you wish to edit.

Manage template sharing

Web App

  1. Log in to the iAuditor web app.
  2. Select “Templates” from the left-hand side menu.
  3. Hover your cursor over the template you wish to edit the template sharing for.
  4. Click “Share” on the right-hand side.
  5. This lists the group(s) or user(s) that the template is currently shared with.
  6. To edit the permission provided to existing group(s) or user(s), click the current access level of “View”, “View and Edit”, or “View, Edit and Delete” to select the new permission.
  7. To remove group(s) or user(s) from the template sharing, click the “X” on the right-hand side of their name.
  8. Repeat this for other template sharing settings you wish to edit.

Mobile app: Android

  1. Log in to iAuditor on your mobile device.
  2. Tap on “Inspections” at the bottom of your screen.
  3. Select the “Templates” tab at the top of your screen.
  4. Search and select the template you wish to edit the template sharing for.
  5. Select “Share with team members” from the pop-up options.
  6. This lists the group(s) or user(s) that the template is currently shared with.
  7. To edit the permission provided to existing group(s) or user(s), tap on the downward arrow on the right-hand side of their name, and select the new permission.
  8. To remove group(s) or user(s) from the template sharing, tap on the downward arrow on the right-hand side of their name, and select “Remove Access”.
  9. Repeat this for other template sharing settings you wish to edit.

Mobile app: iOS

  1. Log in to iAuditor on your mobile device.
  2. Tap on “Inspections” at the bottom of your screen.
  3. Select the “Templates” tab at the top of your screen.
  4. Search and select the template you wish to edit the template sharing for.
  5. Select “Share template” from the pop-up options.
  6. This lists the group(s) or user(s) that the template is currently shared with.
  7. Tap on the name of the group or user that you wish to edit the template sharing for.
  8. To edit the permission provided to existing group(s) or user(s), tap the 3 dots on the right-hand side, and select the new permission.
  9. To remove group(s) or user(s) from the template sharing, tap the 3 dots on the right-hand side, and select “Remove”.
  10. Repeat this for other template sharing settings you wish to edit.

Manage individual inspection sharing

Web App

  1. Log in to the iAuditor web app.
  2. Select “Inspections” from the left-hand side menu.
  3. Hover your cursor over the inspection you wish to edit the sharing for.
  4. Click “More Options” on the right-hand side.
  5. Select the “Sharing” tab in the pop-up window.
  6. This lists the group(s) or user(s) that the inspection is currently shared with.
  7. To edit the permission provided to existing group(s) or user(s), click the current access level of “View”, “View and Edit”, or “View, Edit and Delete” to select the new permission.
  8. To remove group(s) or user(s) from the inspection sharing, click the “X” on the right-hand side of their name.
  9. Repeat this for other inspection sharing settings you wish to edit.

Mobile app: Android

  1. Log in to iAuditor on your mobile device.
  2. Tap on “Inspections” at the bottom of your screen.
  3. Select the “In Progress & Complete” tab at the top of your screen.
  4. Search and select the inspection you wish to edit the sharing for.
  5. Select “Share with team members” from the pop-up options.
  6. This lists the group(s) or user(s) that the inspection is currently shared with.
  7. To edit the permission provided to existing group(s) or user(s), tap on the downward arrow on the right-hand side of their name, and select the new permission.
  8. To remove group(s) or user(s) from the inspection sharing, tap on the downward arrow on the right-hand side of their name, and select “Remove Access”.
  9. Repeat this for other inspection sharing settings you wish to edit.

Mobile app: iOS

  1. Log in to iAuditor on your mobile device.
  2. Tap on “Inspections” at the bottom of your screen.
  3. Select the “In Progress & Complete” tab at the top of your screen.
  4. Search and select the inspection you wish to edit the sharing for.
  5. Tap the 3 dots at the upper-right corner of your screen.
  6. Select “Sharing” from the pop-up options.
  7. This lists the group(s) or user(s) that the inspection is currently shared with.
  8. Tap on the name of the group or user that you wish to edit the inspection sharing for.
  9. To edit the permission provided to existing group(s) or user(s), tap the 3 dots on the right-hand side, and select the new permission.
  10. To remove group(s) or user(s) from the inspection sharing, tap the 3 dots on the right-hand side, and select “Remove”.
  11. Repeat this for other inspection sharing settings you wish to edit.
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