Add an Inspector

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

Click the People tab. Only Administrators can see this menu option.
Click the "New Person” button. This is in the upper right-hand corner.
Fill out basic info. First name, last name, and time zone are required. If the person doesn't regularly use email for their role, you can check the box for "This user has no email address." Users without an email address won't receive any alerts or notifications.
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 to send when you’re finished. We don't send login info to your staff.
Choose Abilities. 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.” This will allow them to make changes to your account setup.)
Choose Permissions. We recommend the following settings to start for Inspectors:
Set Email Notifications. These options will be hidden if you've indicated the user doesn't have an email address. We recommend opting your inspectors into daily summaries, weekly scheduled inspection reminders, inspection emails for deficient inspections in all areas of access, and ticket emails when a ticket is created, resolved, or receives a comment.
Choose Areas of Access. Pick and choose which areas or sub-areas this inspector can access. You can expand areas to view sub-areas.
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:

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.