Create advanced access rules
Learn how to create advanced access rules via the web app.
What are advanced access rules?
Advanced access rules allow you to automatically give template and inspection access to site members based on site membership. Through advanced access rules, you can also give template and inspection access to users based on a combination of their membership of groups and sites.
Access levels given using advanced access rules can only be changed from the template access builder.
You can also remove template and inspection access if required.
Create an advanced 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 New access rule on the bottom of the page.
Click the dropdown menu under "Inspection results available to" and select Based on Site & Group membership.
If required, change the access levels by clicking Access level under each dropdown menu in the side panel and adjusting accordingly.
Click Done in the side panel.
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. Please note that the "Yes, apply to all" option overrides existing inspections' access based on the updated access rules. Learn more about retroactively providing inspection access.
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