Are you an inspector who's utilized multiple locations for your company? Or maybe the head honcho inspector for one location, who also needs administrative access for your new franchise?
Avoid getting locked out by ensuring all your roles correspond to active accounts and by coordinating closely with your administrators as needed. If you encounter a lockout, it may be due to switching to an inactive account, primary account misconfiguration, or using the 'Change Role' option incorrectly. Refer to the detailed troubleshooting section below for solutions.
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.
Be cautious of switching roles to inactive accounts, as this could lock you out of key functionalities. Always verify account activity status before switching roles. Common issues include lockouts due to inactive accounts, primary account misconfiguration, and incorrect use of the 'Change Role' option. See the steps below to resolve these issues effectively.
Common Issues with Inactive Accounts
Lockout Due to Inactive Accounts: If you switch to an account that is inactive, you may lose access. This happens because the system prevents login to inactive accounts.
Primary Account Misconfiguration: Lockouts can also occur if an inactive account is mistakenly set as the primary account. This configuration issue can cause the system to default to the inactive account during login attempts.
Using the 'Change Role' Option: Selecting the 'Change Role' option on the login screen can inadvertently switch you to an inactive account, leading to a lockout.
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. For profiles under the same parent company (e.g., different locations of the same business), an account administrator must request support to link the additional company to the login. If the profiles belong to separate companies, you cannot use one email address for both while maintaining business independence. In this case, you must log out and log back in with the credentials for each company. Please reach out to our team on the bubble to help you set up an additional account under the same email.
If you have two accounts with different email addresses and wish to link them, contact support. Once linked, you can log in with the same credentials and use the "Change Role" feature to switch between accounts. Consider deleting any unused account prior to linking.
🔴 Client/Buyer profiles cannot be converted to inspector profiles. The Change Role feature only works for inspector, admin/support staff, and organization manager roles within the same company. It does not apply to client or buyer accounts. If you currently have a Spectora account as a client or buyer and need to create an inspector profile, you will need to sign up with a different email address — email addresses are unique identifiers across all account types (inspectors, clients, agents, etc.). You can start a free inspector trial at spectora.com.
Managing Multiple Emails or Accounts
Two Email Addresses for One Account: Spectora does not allow two different email addresses to sign into a single account. Instead, you can:
Change the email on your existing account to the new address via Settings → User options → Change email.
Add the second email as its own user (inspector or staff) on your account for separate access.
Delete any extra trial accounts created for the second email to streamline account management.- If you have two accounts with different email addresses and wish to link them, contact support. Consider deleting any unused account prior to linking.
Subscription and Cost Management
When managing multiple company profiles, subscription costs depend on active usage:
You only need to pay for the profile actively scheduling inspections. Cancel the subscription for inactive profiles to avoid extra costs.
Inactive profiles retain access to historical data, even without an active subscription.
If both profiles require active subscriptions, additional costs will apply.
Changing Roles on the Web:
You can easily change your active role via the web. This allows you to quickly switch between different roles and locations. In this section, we'll show you how to change roles on the web.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click your name in the top right corner
Click "Change Role" in the dropdown menu
Before switching roles, check if your currently selected and target roles are active to prevent potential access issues. Additionally, ensure that the account you are switching to is not set as inactive or incorrectly configured as the primary account to avoid lockouts.
Click the role you would like to switch to
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 is more than one inspector role 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 wish to work under.
Note: Changing roles within the app does require either a Wi-Fi connection or cell service. If in an area with low cell service, we recommend making sure your app is open under the correct role and company prior to heading out!
Version 9 (Legacy) App
Version 9 (Legacy) App
Tap the 3 lines in the top left corner
Tap "Change Role" in the menu
Tap the role you would like to switch to
Version 10 (Next Gen) App
Version 10 (Next Gen) App
Tap the 3 lines in the top left corner
Tap "Change Role" in the menu
Tap the role you would like to switch to
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.
FAQs for Common Scenarios
Do inspectors working on the same property need separate logins?
Yes, inspectors should use their own devices, logins, and apps when working on the same property. This ensures proper assignment and data integrity. If you get locked out after switching roles, follow these steps: 1) Contact the admin of the inactive account to request reactivation, 2) Reach out to Spectora support for temporary access reset, and 3) Ensure your active account is set as the primary account to prevent future lockouts.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
