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Remove template and inspection access

Learn how to remove template and inspection access from groups or users via the web app and the mobile app.

What is template and inspection access?

Template access is when you give groups or users access to the template they need to conduct inspections for. While inspection access are groups or users that automatically see the inspection results.

If you have the "Conduct, edit" access level over a template, you can only remove access from groups or users who have the same access level as you or lower.

For the best experience, we recommend editing access rules via the web app.

Remove an access rule

  1. Log in to the web app.

  2. Select Templates iconTemplates in the sidebar or select it in Assets gallery view iconMore.

  3. Click the template and select Manage access in the side panel.

  4. Click Edit rules on the lower-left of the page.

  5. Click Delete icon on the right-hand side of the access rule you want to remove.

  6. Click Save and apply.

  7. In the pop-up window, select one of the following options:

    • No, apply to future only to apply the updated access settings to future inspections only.

    • Yes, apply to all to apply the updated access settings to both existing and future inspections.

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspections in the navigation bar or select it from Assets gallery view iconMore.

  3. Select Templates tab at the top of your screen.

  4. Tap the template and select Eye icon referenceManage access from the pop-up options.

  5. Tap Expand more icon on the right-hand side of the access rule you want to remove and select Remove Access. Remove an access rule via the SafetyCulture Android app.

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspections in the navigation bar or select it from Assets gallery view iconMore.

  3. Select the Templates tab at the top of your screen.

  4. Tap the template and select Manage access iconManage access from the pop-up options.

  5. Select the group or user.

  6. Under the "Template available to" section, tap the group or user and select Remove access.

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.

Remove access to an inspection

  1. Log in to the web app.

  2. Select Inspections icon mobileInspections in the sidebar or select it in Assets gallery view iconMore.

  3. Click the inspection and click Link iconShare in the side panel.

  4. In the pop-up window, click the group or user's access level and select Delete iconDelete access.

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspections in the navigation bar or select it from Assets gallery view iconMore.

  3. Select In Progress & Complete tab at the top of your screen.

  4. Tap the inspection and select Eye icon referenceManage access from the pop-up options.

  5. Tap Expand more icon on the group or user's right-hand side and select Remove Access. Remove access to an inspection via the SafetyCulture Android app.

Removing inspection access isn't currently supported on the SafetyCulture mobile app for iOS. Please remove inspection access via the web app.

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