Creating a Custom Role

In the SnapInspect Web App, navigate to the Users menu and click Custom Role.
Select + New Role and give the custom role a name.
Set the Web App and Mobile App permissions by selecting the desired options.
Select the Inspection Types tab and deselect any inspection types you do not want the custom role to have access to.
Enable Prevent new inspection type auto-assign to this role to prevent newly created inspection types from automatically being assigned to the role.
Select the Task tab to configure Task permissions for the custom role.
Click Save to create the custom role.

Assigning Users to the Custom Role

Once the custom role is created, click on the 'Action' button next to the relevant user.
Select 'Edit' from the dropdown
In the pop-up window, choose the newly created user role under the permission drop-down and save the changes.

Edit/Add Asset: Allows users to control assets by adding new assets and editing asset information.
Edit/Add Schedule: Allows users to create new schedules and edit current ones, including bulk schedules.
Start New Inspection: Allows users to start a new inspection from the Asset Section if they don't have a scheduled inspection.
Edit Inspection: Allows users to edit inspections after they've been uploaded to the cloud.
Edit Inspection Info: Enables the user to update key details of an inspection, such as the title, address, and other relevant information.
Copy Inspection: Allows the user to duplicate an existing inspection, making it easy to reuse the same structure without starting from scratch.
Folder Access Control: Restricts users to see only assets in folders they are members of.

Allow Login: Grants or restricts access to logging in to the web app. If turned off, the user will not be able to log in to the web app but can still access the mobile app if permitted.
Show Assets Tab: Toggles the ability to see the assets tab in the web app.
Show Tasks Tab: Toggles the ability to see the tasks tab in the web app.
Show Projects Tab: Toggles the ability to see the projects tab in the web app.

Allow Login: Grants or restricts access to logging in to the mobile app. If turned off, the user will not be able to log in to the mobile app but can still access the web app if permitted.
Show Assets Tab: Toggles the ability to see the Assets tab in the mobile app
Show Projects Tab: Toggles the ability to see the Projects tab in the mobile app.
Enforce GPS: This will enforce GPS to be automatically enabled for users in the mobile app.
Enforce Instruction: This will enforce instructions to be automatically enabled for users in the mobile app.
Enforce Photo DateTime: This will enforce Photo Date & Time stamps to be automatically enabled for users in the mobile app.

Add/Edit Users: Allows users with the custom role to add or edit users based on the roles selected under Roles Assignable.
- Roles Assignable: Determines which user roles they can add or edit. Default and custom roles can be selected, except for Account Owner.

Access to Different Inspection Types: Restricts users from starting inspections using unchecked inspection types.

View Task (Web): Allows users to view Tasks in the Web App.
View Task (Mobile): Allows users to view Tasks in the Mobile App.
Restrict Task Permission: Controls which Task actions users with the custom role can perform.
- Create Task: Allows users to create Tasks.
- Edit Task: Allows users to edit Tasks.
- Complete Task: Allows users to complete Tasks.

If you have any additional questions or need support, please contact the team at support@snapinspect.com.