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How to Add Users and Assign User Roles

Setting up your users and customising their access.

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Written by SnapInspect
Updated this week

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

Note: Only users with 'Company 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 'Company Owner' permission to make the change.

  1. Log into the webapp.

  2. Ensure you're logged in with 'Company Owner' permissions to display the 'Users' tab in the nav menu.

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

  4. Enter the new user’s details.

  5. Allocate default permissions.

  6. 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.

User Permissions


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.

Click here to learn more about setting up custom roles and permissions.

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


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