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How to Add Users and Assign User Roles
How to Add Users and Assign User Roles

Setting up your users and customising their access.

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Written by SnapInspect
Updated over a week ago

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 can access your SnapInspect account.

Default User Permissions

SnapInspect offers four types of default user permissions. Click here to learn more about these roles and permissions.

Adding a User

  1. Navigate to the Users Menu tab and click '+Add New'.

  2. Enter the new user’s details.

  3. Allocate default permissions.

  4. Click Save.

Deleting or Editing a User

  1. In the Users Menu, click on the green 'Action' button next to the user you want to modify > 'Edit'

  2. 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.

Custom User Permissions

You can customize each user’s role within your organization by creating custom roles to further define what users can and cannot access. Read this article for more information.

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