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Permissions provide you the ability to define the level of access for each user from different departments/teams that will need to be added to the system. This allows the admin to ensure that each user will only have access to the data relevant to their position in the company, either to avoid any confusion or because the data is not supposed to be available to a particular user(s).

Permissions will only be available on Enterprise accounts.

Step 1: Log in to the admin portal: on a Desktop. Under ‘Advanced’, select ‘Permissions’ from the left menu bar. You can only do so once the accounts for your company have been created.

Step 2: To add a permission select Add on the top right-hand corner of the page, this will take you to a new page where you can fill in the following information:

-Permission name
-Permission type
-Select the companies you wish to include (if you have more than one)
-Select location
-Select the checklists/audits that will be available for the permission

Step 3: Now that you are ready to make the permission live, click Save.

From a mobile device, click on 'Import Settings' to re-import the latest changes made in the Admin Portal.

Related article:

Advanced Permissions

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