The User group serves as an integrator of the property, checklist, and users. User groups are used to organize users either by role, by store locations or in any way that best fits the company’s structure. This means that in order to fully set up user accounts, they should be added in their assigned user groups to access an inspection from their respective stores/properties.
To do this, click on the User Groups tab found on the left side of the screen. It will then take you to the user group page. You may add a user, a checklist or a property to an existing user group or you may also create a new user group by clicking the New User Group button.
Type in the name of the user group and its description and then click Save.
Add the users to the user group by typing in their first or last name and then click Add Selected box. If you mistakenly add a user, you can always remove the said user by clicking on the bin icon.
Add the appropriate checklists to the user group by typing in the name of the checklist and then click Add Selected box under the Checklists tab. Do the same thing with adding properties but under the Properties tab.
After setting up everything, click Save to apply the changes. The team will need to refresh the app or login and log out of the mobile app for this to be reflected on their end. Check Refreshing app to know more.
If you have any questions, please contact us at firstname.lastname@example.org.