How do I create a user group?
Account admin only. If you click on your name on the top right-hand side of the page > Manage Users. Top left > Options > User Groups. You can then create a user group, name it and add a description. You can then choose which users are included in that group. User groups can be assigned to a register when it has been made private or to receive alerts for incidents and assets.
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Do you have different user levels?
Yes, we currently have 3 tiers of user permissions to keep it user-friendly and manageable. The 3 levels are; Account Admin, who is responsible for setting up, managing and maintaining the system; Manager, who can create, edit verify and delete but ...
What is an Action Group?
Action Groups are a way of grouping actions together but is also a way of separating out your different types of Actions. E.g Incident Investigation, Finance, Senior Management, Asset Maintenance etc It's important to remember that your Custom ...
How do I add a user?
Account admin only. If you click on your name on the top right-hand side of page > Manage Users. You can then add a user and choose their user permissions to determine what access they have.
How do I delete a user?
An account admin is the only person that can delete a user. this can be do by going to your name > Manage Users. You will see the red bin icon next to each name. This will delete the user from the system but will keep any previous entries from that ...
Can I create my own Audits/Checklists in the system?
Yes, you can create any audit you like in the system using our Audit builder. You can create simple and full audits and include custom fields, criteria response sets, predefined responses, weighted scoring, plus you can run them all offline using ...