Permissions allow you to provide feature access to specific individuals or teams. This can include items like access to billing and subscriptions, adding/removing users, and uploading to the public library.

IMPORTANT NOTE

If you’re looking to give people access to various inspection templates, please refer to our article on sharing. All available permission settings are listed below and only apply to specific feature access. 

Learn via video

Permission setting options

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 select everything underneath it and give this user/group access to all administrative permissions. Note: This excludes the data access and data management permissions.
  • Billing Management – Users can view and update subscription and billing details as well as view statements
  • Group Management – Users can create, edit and delete groups (user management permission is included in this)
  • User Management – Users can invite or remove users to the organization.
  • Data Management – Acts as the “parent” permission for Data Access and provides “view, edit, and delete” access to all files across an entire organization. For more on data management, see here.
  • Data Access – Users with this permission gain “view only” permissions for all files in the team. For more on data access, see here.
  • Schedule Management – Users with this permission can View, Edit and Delete scheduled audits for all users and Groups.
  • Template Creation  – Restrict users from creating templates and downloading templates from the Public Library by turning it off
  • Upload to the Public Library – Restrict users from uploading templates to the Public Library by turning it off
  • Manage Report Preferences – Users with this permission can create and edit organization global report preferences.
  • Manage Response Sets  – Create and edit response sets that can be used across templates by the team
    IMPORTANT NOTE

    The following two permissions are specific to “Sensors” customers only. Review Getting started with sensors to find out how to set this up

  • Sensor Management – Allows users to edit sensor settings.
  • Sensor Access – Users can view all sensor-related content.

WebApp: Assign New Permissions

  1. Navigate to the iAuditor web app.
  2. Select your team/company name from the menu in the lower-left corner (above your name).
  3. From the sub-menu at the top, click on the “Permissions” option.
  4. Click the “Assign permissions” button on the top right corner.
  5. Use the search box to find an individual or a previously created group.
  6. Click the field beneath the user/group and a drop-down list of permissions will appear.
  7. Click to check (tick) each of the permissions that you want to assign.

WebApp: Manage Existing Permissions

  1. Navigate to the iAuditor web app.
  2. Select your team/company name from the menu in the lower-left corner (above your name).
  3. From the sub-menu at the top, click on the “Permissions” option.
  4. Use the search bar/filters to find the group or user.
  5. To change permissions click the permissions field corresponding to the user/group.
  6.  A drop-down list of permissions will appear.
  7. Click to check (tick) each of the permissions that you want to assign.
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