What are advanced access rules?
Advanced access rules allow you to automatically give template and inspection access to site members based on their site membership. Through advanced access rules, you can also give template and inspection access to users based on a combination of their membership in groups and sites.
For example, if a user is a member of the site "SafetyCulture" and the group "Administrators", inspections conducted from a template will be available to other site members who are also members of the group.
Advanced access rules are only available to organizations without users who are direct members of more than 40 sites or levels.
If you don't see advanced access rules available in your organization, please contact our customer support team or your customer success manager for assistance.
What you'll need
Create an advanced access rule
Select Templates in the sidebar or select it in More.
Click the template and select Manage accessin the side panel.
Click New access rule.
In the side panel, click the dropdown menu under "Template is available to" and select Based on Site & Group membership.
In the pop-up window, select the sites and groups you want to give template access to. Then, Click Add rule.
Click Done.
Click the dropdown menu under "Inspection results available to" and select Based on Site & Group membership.
In the pop-up window, select the sites and groups you want to give inspection access to. Then, Click Add rule.
If required, change the access levels by clicking Access levelunder each dropdown menu in the side panel and adjusting accordingly.
Click Donein the side panel.
Click Save and apply.
In the pop-up window, select No, apply to future onlyto apply the new access rules to future inspections or Yes, apply to allto apply to existing inspections as well.
