Compliance (Site-Level) Inspection Workflow Roles

All roles are limited by the scope of the user assignment - Users with assignments to the highest hierarchy node will see everything in the system, whereas a user with an assignment to a single site will only see what is at that site - but the permissions below will apply to everything in their scope

Client Admins are allowed to:

• create and update system-wide configurations on the admin screen, including questions and templates for all inspections.

• generate and review custom reports.

• create and update all users in scope.

• create and perform inspections on demand.

• schedule and assign inspections.
• create issues, assign and perform corrective actions.

Client Users are allowed to:

• create and perform inspections on demand.
• view inspections in their scope.
• create issues, assign and perform corrective actions.

If you need additional permission levels for your users, please contact support to discuss your needs and discuss how the user group feature can be customized to meet your needs.