Add a Checklist User

To create a brand-new user who can complete checklists in OrangeQC:

1. Click the People tab. Only Administrators can see this menu option.
2. Click the "New Person” button. This is in the upper-right corner.
3. Fill out the Basic Info section. Right now, you’ll need the person’s name, email, and time zone.
4. Set a username and password in the Account Settings section. 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. OrangeQC does not automatically send these to your team.
5. Choose Roles. Check the box next to “Checklist User.”
6. Choose Permissions. For checklist users who do not complete inspections, focus on the Checklists and Visits section. Some checklist users may also need ticket access.
7. Set Email Notifications. Most checklist users do not need email notifications unless they are also working with tickets.
8. Choose Areas of Access. Pick and choose which areas or sub-areas this checklist user can access. You can expand areas to view sub-areas.
9. Save.

10. Send your new checklist user 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 this person can log in and complete checklists.

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.