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. If needed, you may also create a new user group by clicking the Create New 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 Users. If you mistakenly add a user, you can always remove the said user by clicking on the X icon beside the name.
Add the appropriate checklists to the user group by typing in the name of the checklist and then click Add Selected Checklists.
Add properties to the user group by typing in the location and then click Add Selected Properties.
After setting up everything, click Save located on the top left of the page (where you input a description of the user group). If you have any questions, please contact us at email@example.com.