As a company admin, you can control which inspectors and support staff have which privileges and what level of access. In this article, we'll show you how to enable and disable permissions, plus what each permission means.
How to Edit Permissions
Enabling and disabling permissions is as easy as checking or unchecking a box. In this section, we'll show you how to edit the permissions for support staff and inspectors.
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Click "Settings"
Click "Team"
To enable a permission, click the box to add a checkmark
To disable a permission, click the box to remove the checkmark
And that's it!
Inspector Permissions
Inspectors have specific permissions available to them. These permissions can allow them to schedule inspections for themselves and other inspectors, make edits to the company's templates, and access company information like billing, subscriptions, metrics, and more. These permissions can only be enabled or disabled by a company admin.
Let's break down each of these permissions a little more.
Schedule Self
Allows an inspector to schedule inspections only for themselves and see only their inspections.
This also prevents inspectors from adding or switching inspectors in the People box on a scheduled inspection.
It is only possible for the inspector to see their own events/inspections
Creating a new event only shows their own name in the assignee dropdown, can edit their own events
Inspector is able to reschedule their own events/inspections via drag/drop
When scheduling a new inspection, the form will default to their own name, and they will be unable to change that to another inspector
Cannot assign any other inspectors to an inspection
Able to remove self and other inspectors assigned
Able to edit anything but pay splits and assignment on the inspection they’re assigned to: fees, services, partnerships, reports, etc
Can only see their own pay split on assigned inspections
Can cancel or delete any inspection they are assigned to
Schedule All
Allows the person to schedule inspections for any inspector on the team and see other inspector's schedules.
Allows the inspector to see all events/inspections across the company
Can create a new event for any inspector
Able to reschedule all events/inspections
When scheduling a new inspection internally, the dropdown defaults to the first inspector listed on the Team page; the inspector is able to choose any company inspector for a new inspection
Able to create Inspection Events for any inspector
Can access and edit any company inspection whether assigned or not
Can assign any other inspectors to an inspection
Can remove self and other inspectors from an inspection
Able to edit anything but pay splits on inspection: fees, services, partnerships, reports, etc
Inspector can see their own pay split on all inspections, but cannot see or edit others’ pay splits unless they are an admin
Publish
Allows the inspector to publish reports.
If not enabled, they will go into a queue in the admin's Spectora dashboard for review and approval. A company admin will need to publish.
If permission is not enabled, there is no "publish" button on the Inspection Details page
When viewing the report, a ‘Submit Report’ button appears instead of ‘Publish’
Once submitted, an alert icon appears on the calendar confirming submission for admin approval
Still able to ‘Quick Publish’ from individual report dropdown
Default to V10
When this permission is enabled, reports assigned to the inspector will automatically be built as V10.
For this setting to work, the company setting for defaulting to V10 must be off
If "default to V10" is on for the COMPANY, this permission will be checked and locked for all inspectors on the team page
Reports on inspections will be built based on this permission box at the time of the build, not the time the inspection was booked
If an inspection is assigned to multiple inspectors and any of them have this permission UNCHECKED at the time of reports building, the inspection will build as a V9 report
Add to Template
Allows an inspector to add new sections, items, or comments to the template while editing a report.
If this setting is not enabled, this will only allow them to add one-off changes to reports that do not impact future inspections.
Edit Template
This will allow the person to edit the template and export or share the template.
If this access is not enabled, the Template editor will be removed from their dashboard.
Trainee
Trainees default to not showing on client-facing pages and reports.
They will not show up on the online scheduler or company profile page.
Manage Contacts
Allows the person to add, edit, transfer, and delete contacts from the Contacts page.
Able to edit/add contacts to the People box on the Inspection Details page
Note: Clients must be deleted from the inspection in order to delete them from the Contacts page.
Access Financial Data
Allows the person to access financial information including the following
Metrics
Data Exports
Payments
Billing
Pay Splits
Actions
If this permission is not enabled, these will be removed from their navigation menu.
Admin
Admins have full access to company settings, subscriptions, and email templates.
Allows inspector to view the change log on inspections
If only the admin permission is enabled, the inspector -
Cannot access the contacts tab
Can edit contacts in the People box on the Inspection Details page
Can fully access settings (business tools, integrations, etc)
Cannot see Payments without financial data permission
Can edit/see team permissions
Can see all Spectora Reviews
Can see and manage Sample reports
Cannot see Advanced tools, but can access Actions
Support Staff Permissions
Just like inspectors, support staff members have permissions that can enabled or disabled by company admins.
Schedule
Allows the person to schedule inspections for any inspector on the team and see all inspectors' schedules.
Edit Inspections
Allows the team member to edit information on the Inspection Details page of any inspection.
Delete Inspections
Allows the team member to delete any inspection.
Publish
Allows the support staff member to publish reports.
If not enabled, they will go into a queue in the admin's Spectora dashboard for review and approval. A company admin will need to publish.
Add to Template
Allows the support staff member to add new sections/items/comments to any template
If this setting is not enabled, this will only allow them to add one-off changes to reports that do not impact future inspections.
Edit Template
This will allow the person to edit the template and export or share the template.
If this access is not enabled, the Template editor will be removed from their dashboard.
Manage Contacts
Allows the person to add, edit, transfer, and delete contacts from the Contacts page.
Able to edit/add contacts to the People box on the Inspection Details page
Note: Clients must be deleted from the inspection in order to delete them from the Contacts page.
Financial Data
Allows the person to access financial information including the following
Metrics
Data Exports
Payments
Billing
Pay Splits
Actions
If this permission is not enabled, these will be removed from their navigation menu.
Admin
Admins have full access to company settings, subscriptions, and email templates.
Allows inspector to view the change log on inspections
If only the admin permission is enabled, the support staff member -
Cannot access the contacts tab
Can edit contacts in the People box on the Inspection Details page
Can fully access settings (business tools, integrations, etc)
Cannot see Payments without financial data permission
Can edit/see team permissions
Can see all Spectora Reviews
Can see and manage Sample reports
Cannot see Advanced tools, but can access Actions
Cannot see or edit Services & Fees without financial data permission
No Permissions Enabled
You can choose to not enable any permissions for an inspector or support staff on your team. Without any permissions enabled, the team member is able to do the following:
Can still access
Equipment/equipment reporting
Assigned inspections
Tasks
Conversations
User settings
Dashboard settings
Nav bar
Calendar integrations
Own Username/password
Assigned inspections
Services & Add-ons on the Inspection Details page
Fees & Payments on the Inspection Details page
Cannot access
Change log on inspections
Any inspection or event other than those assigned to them
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
