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Check my inspection access levels

Learn how to check your inspection access levels via the web app and the mobile app to know where you have access and control.

What are access levels?

Access levels define what users can view, edit, or delete within templates and inspections. They help keep your team organized and maintain control by ensuring everyone has the right level of access to do their work effectively.

For example, an operations manager may edit and update safety inspection templates, while team members can only conduct inspections using those templates. Access levels help keep your templates secure and prevent unwanted changes.

If you don't have access to any templates or inspections, you may need to be given access by another user in your organization.

Check my access level for an inspection

  1. Log in to the web app.

  2. Select View report iconInspections in the sidebar or select it in Assets gallery view iconMore.

  3. Click More vertical icon on the right-hand side of the inspection. If you see:

    • "Edit inspection" unavailable to you, this means you have "View" (read-only) access. Check your inspection access level via the web app.

    • "Edit inspection" available but "Archive" unavailable to you, this means you have "View, edit" access. Check your inspection access level via the web app.

    • "Archive" available to you, this means you have "View, edit, delete" access. Check your inspection access level via the web 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 In Progress & Complete tab at the top of your screen.

  4. Tap the inspection and select More vertical icon or More horizontal icon at the upper-right of your screen. If you see:

    • "View actions" and "Duplicate", but don't see "Edit" or "Edit inspection", this means you have "View" (read-only) access. The options available when you have a "view" inspection access level.

    • "Edit" or "Edit inspection", but don't see "Archive", this means you have "View, edit" access.The options available when you have a "view, edit" inspection access level.

    • "Archive", this means you have "View, edit, delete" access.Check my inspection access level via the mobile app (view, edit, delete iOS).

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