- Using SafetyCulture
- Templates (managing)
- Edit template and inspection access
Edit template and inspection access
Learn how to edit access rules to update template and inspection access via the web app and the mobile app.
What are access rules?
Access rules control what templates and inspections your team has access to. Each access rule dictates which users can access a template to conduct inspections, and determines who those inspection results become available to.
What you'll need
Template and inspection access levels
Access rules allow you to determine who gets given inspection results automatically. If required, you can still give individual inspection access to groups and users.
We recommend that you read our guide on the four key questions to consider when it comes to template and inspection access.
Template
Conduct: Allows users to use the template to conduct new inspections.
Conduct, edit: Allows users to use the template to conduct new inspections, edit its content, and manage access rules.
Conduct, edit, delete: Allows users to use the template to conduct new inspections, edit its content and access rules, as well as archive and delete it. This access level can only be given by users who already have it.
Inspection
View: Allows users to view (read-only) the inspection report.
View, edit: Allows users to view the inspection report, edit its content, and manage access.
View, edit, delete: Allows users to view the inspection report, edit its content and manage access, as well as archive and delete it. This access level can only be given by users who already have it.
For the best experience, we recommend editing access rules via the web app.
Edit an access rule
Select
Templates from the menu on the left-hand side.Click the template and select Manage access in the side panel.
In the access builder, click Edit rules on the bottom of the access builder.
You can edit the following fields for each access rule:
Access level (template): Click and update the access level a group, user, or site has to the template.
Inspection results available to: Click
Add / edit access to add or remove groups, users, or site-based access rules in the rule panel.Access level (inspection results): Click and update the access level of the relevant group, user, site, or combination of a group and site, to inspections.
Click Save and apply.
In the pop-up window, select No, apply to future only to apply the updated access settings to future inspections or Yes, apply to all to apply to existing inspections as well.
Open the mobile app.
Tap Inspections at the bottom of your screen.
Select Templates tab at the top of your screen.
Tap the template and select
Edit template from the pop-up options.In the template editor, tap 3. Access at the top of your screen.
Tap Edit rules at the bottom of your screen.
You can edit the following fields for each access rule:
Access level (template): Tap
and select the access level a group, user, or site has to the template.Inspection results available to: Tap
Add / edit access and tap the dropdown menu under "Inspection results will be available to" select the groups or users who should have access to the inspections, and tap Done.Access level (inspection results): Tap
and select the access level a group, user, or site has to the inspection.
Tap Save and apply.
In the pop-up window, select Yes, apply to all to apply the updated access settings to future and existing inspections or No, apply to future only to apply to future inspections only.
The Yes, apply to all option overrides an existing inspection's access based on the updated access rules. This works similarly to retroactively providing access to inspections.
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