If you're wondering how to add users to your SnapInspect account and understand the various user roles, you're in the right place.
What is a User?
A ‘user’ is anyone who has access to your SnapInspect account.
Adding a User
Please Note:
Only users with 'Account Owner' permissions are able to add, edit and delete users. If you don't have the 'Users' tab in your left-hand side navigation menu, you'll need to reach out to someone with 'Account Owner' permission to make the change.
Log into the SnapInspect Web App.
Ensure you're logged in with 'Account Owner' permissions to display the 'Users' tab in the nav menu.
Navigate to the 'Users' tab and click '+Add New'.
Enter the new user’s details.
Allocate default permissions.
Click Save.
Please Note:
If you require personalized welcome emails to be sent from SnapInspect to new users, this feature may be available depending on your subscription plan. Please contact our Customer Support team or mention it during your onboarding session to enable this option.
Deleting or Editing a User
In the Users Menu, click on the green 'Action' button next to the user you want to modify > 'Edit'
In the pop-up screen, you will have an option to delete the user or edit their details and permissions.
Please Note:
Deleting a user will not remove any information they have created, such as checklists, assets, or inspections.
User Setup and Management
SnapInspect offers several flexible methods to set up and manage your users, allowing you to tailor access and responsibilities to fit your team structure. Whether you're onboarding new team members, assigning roles based on job functions, or managing access across different departments or regions, SnapInspect provides the tools to configure user accounts efficiently. From folder-based permissions to custom user roles and feature restrictions, you can ensure that each user only has access to the assets and tools relevant to their role.
Default User Permissions
SnapInspect offers four types of Default user permissions - Account Owner, Manager, Inspector and Report Viewer.
Click here to learn more about the default roles and permissions.
Custom User Permissions
SnapInspect also offers you the ability to create custom roles. The custom roles are highly configurable, allowing you to restrict access to certain features and inspection types. This ensures each team member has exactly the access they need, and nothing more.
Click here to learn more about setting up custom roles and permissions.
Using Folders to Restrict Access
In SnapInspect, assets (such as properties, units, or equipment) can be organized into folders to help manage access and visibility across teams. You can add your property managers to manage certain assets and control what they can see or do by assigning specific folder permissions. This ensures each team member only has access to the assets they’re responsible for, while keeping sensitive or unrelated data hidden.
Click here to learn more about using folders to manage users.
Please Note:
If you’re looking to add a new user but aren’t sure how your user configuration is set up, we recommend reaching out to one of your account administrators for clarification and assistance.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.