What is access?

Access is a fundamental part of SafetyCulture. It plays a key role in managing features such as templates, inspections, and actions. It also dictates your levels of visibility and interaction with documents created in your organization.

Managing access ensures that only the right users can see and control important documents in your organization. By setting access rules for various features, you can prevent unauthorized changes while allowing collaboration among teams.

By giving access to templates, you determine which users and groups are able to conduct inspections using them. You can also give varying levels of access to allow users to edit templates, and archive or delete them in your organization.

Inspection access rules can also be configured to allow users to view, edit, or delete individual inspections other users in their organization have created using a particular template.

Access to courses comes in two parts: Editing and assigning. By default, each course you create is only available to you for editing. You can share a course with other team members so they can collaborate with you in editing your training content.

Once a course is ready to go, you need to assign the course to your team members for them to access and take it as training.

Please note that access to quizzes are managed separately to courses.

Actions created in inspections and inspection reports follow the access rules of the associated inspection, meaning whoever has access to relevant inspections can also view and update actions created as part of them. Users who are assigned to the action will also be given access.

You can also create standalone actions and configure access rules to allow all users in your organization, site members, or collaborators to view and update them.

You can control who in your organization can report issues under each active issue category. You can also limit whether users can only report issues or whether they can view and edit reported issues in each category.

Inspection access can be managed so that site members from each inspection's selected site are given access. You can also give access to users who are members of a specific combination of a group and a site, allowing you to manage access dynamically with minimal effort.

Similarly, template access can be given to members of specific sites or members of a specific combination of a group and a site.

Issue access can be managed so that site members from each issue's selected site are given access. You can also give access to users who are members of a specific combination of groups and a site, ensuring reported issues are only visible to relevant team members.