What is access?

Access is a fundamental part of SafetyCulture (formerly iAuditor). It dictates your visibility over documents such as templates, inspections, actions, and issues created in your organization and how deeply you can interact with them.

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.

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.

Everyone in your organization will be able to report issues under each active issue category. For each issue category, you can manage issue access to configure which users, groups, site members, or a combination of these will be able to view and edit issues.

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.