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Add a User
If you have user licenses open and available, you can add a user from the website in the User menu. If you don't, you can add licenses on the website and then set up your new users (if you are on auto-pay through the user interface). If your account is on invoicing, just contact us at support@inspectall.com to have your license count updated, then you will be able to set up your new users as detailed below.
Add a User
1. Click (Your Name) (at the top right in the web app) Then select Users in the drop down menu.
2. In the Users page, click Add User.
3. In the New User page, enter the following details:
4. First Name & Last Name: Required
5. Active / Inactive: Required, Inactive users cannot log into any InspectAll application, but that won't affect your billing. All users require a paid license.
6. Email Address: Required, this will be used by the user during login. All notifications set up in InspectAll for that user will be emailed to this address as well.
7. Password: You may assign a specific password to the user or select Auto Generate to assign an auto-generated random password to the user.
8. Send Email: If selected, we will send the new user an email with their login information (including their username and password). This message is automatically sent if you chose to auto generate their password.
9. Role(s): Users can be assigned a role that has certain permissions associated. This setting is required, Assign the user a role of Administrator, Web User, or Mobile User by checking the appropriate box(es). Details on user roles and permissions can be found HERE.
10. Team(s): Select the team(s) you want the user assigned to.
11. Click Create User.
Note: Adding users will not be possible if all available User Licenses are being used. You are able to add more licenses from the web if you are on credit card billing. If you are on invoice billing, contact Support@inspectall.com to request additional user licenses.
Edit User Details
User details, password, roles, and teams can be updated at any time to accommodate any changes that happen within your organization.
1. Click (Your Name) > Users in the web app.
2. Click the Edit icon to the right of the user's name.
NOTE: Do not overwrite an existing user with new user information. Make sure you DELETE the existing user, then ADD the new user. If you overwrite a user with new information, all forms and questions completed by that original user will now be tagged with the new user details.