Add an Inspector

To create a brand-new user who can do inspections in OrangeQC:

1. Click the People tab. Only Administrators can see this menu option.

   

   
   

2. Click the "New Person” button.

   

   
   

3. Fill out Basic Info. Right now, you’ll need the person’s name, email, and time zone.

   

   
   

4. Set a username and password in Account Settings. You might use the person’s first first initial + their last name for their username, or the part of their company email before the @ sign.

   
   

   Write these down in an email draft to send when you’re finished.

   

   
   

5. Choose Roles. Check the box next to “Inspector.” (If they also need access to the setup tab and the ability to create new users, you can also check “Administrator.”)

   

   
   

6. Choose Permissions. We recommend the following settings to start for Inspectors:

   

   
   

7. Set Email Notifications. We recommend the following settings to start for Inspectors:

   

   
   

8. Choose Areas of Access. Pick and choose which areas or sub-areas this inspector can access. You can expand areas to view sub-areas.

   

   
   

9. Save.

   

   
   

10. Send your new Inspector their login info. OrangeQC will not automatically email this person their username or password.

    
    

    Here's an email you can copy and paste to fill in with the person's username and password, as well as your login page:

Hi,

I've set up an account for you to log into our new inspection tool, OrangeQC.

Username: 

Password:

Login page:

You'll also need to download the OrangeQC app from the Apple App Store or Google Play Store.

Thanks!

You did it! Now your Inspector can log in and perform inspections.

If you ever need to edit this user’s info, permissions, alerts, or areas, you can always click on their name on the “People” page.