Groups allow you to restrict Users to specific Locations, and Inspection Categories. The Locations can be restricted by Facility, Level 1 Location, and/or Level 2 Location. Users can be assigned to multiple Groups.

Learn how to manage your Groups by watching our video tutorial, or scroll further for step by step instructions.

Video Tutorial






Step by Step Instructions


To add a new Group, start by logging into the web app:

  1. Click Settings.
  2. Click System Access.
  3. Click Groups.
  4. Click the green plus sign.

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Now, you can enter the Group details.

  1. Enter a Group name.
  2. Select which Users should be in this Group.
  3. Click Locations.

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Now, you can fill in Location settings:

  1. Select which Locations this Group should have access to. Please note: You can assign a Group to an entire Facility, or you can expand the Facility to see and assign specific Level 1 and Level 2 Locations.
  2. Click Inspection Categories.

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Now, you can fill in Category settings.

  1. Select which Inspection Categories this Group should have access to.
  2. Click Save.

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To edit a Group, click the pencil icon. 

To remove a Group, click the red X. Please note: A Group cannot be removed if it is in use.


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