How to Change Roles

Here's how you can toggle back and forth between your multiple roles under one company.

Mallory Lydon avatar
Written by Mallory Lydon
Updated over a week ago

Are you an inspector that's utilized multiple locations for your company? Or maybe the head honcho inspector for one location, who is also needing administrative access for your new franchise? We understand that there are some scenarios that require you to wear more than one hat under a company, and we try to make that easy for you on our end using the Change Role button on your account. Utilizing this tool allows you to toggle back and forth between your different roles that are under the same organization's umbrella.

You can have an admin/support staff, inspector, or organization manager role under one account. A support staff role with all admin permissions enabled is considered a manage role and this is different from the organization manager view.

Note: To use this tool as intended, you will have to use the same email across all accounts. Please reach out to our team on the bubble to help you set up an additional account under the same email.

Changing Roles on the Web:

To change your roles on the web, you can open the drop down menu next to your icon and select the Change Roles button. This will pull up a pop up window where you can select which position you would like as your active role.

Screen Recording 2022-04-07 at 12.49.43 PM

Changing Roles on the App:

As the Spectora app is almost exclusively a report editor tool the Change Role option will only be available in the app if there are more than one inspector roles under one email. To toggle back and forth between your inspector roles, tap the hamburger button to open the side menu, and select the Change Roles button. Then select which inspector account you're wishing to work under.

Note: Changing roles within the app does require either wifi connection or cell service. If in an area with low cell service we recommend making sure you're app is open under the correct role and company prior to heading out!

Legacy App

Next Gen App

And that's it! It's our hope that this tool will help you navigate between your different accounts and roles under one or several franchises.

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