Understanding Roles and Access Levels
Roles and access levels in uAuditor determine what each user can view, create, edit, or manage inside the platform.
They ensure that users only access the information and tools relevant to their responsibilities while maintaining operational control and data security across locations.
Administrators configure roles to match the organization’s structure and workflows.
Why Roles and Access Levels Matter
Proper role configuration helps organizations:
- control access to sensitive data
- assign responsibilities clearly
- restrict editing permissions
- manage location-level visibility
- ensure accountability across teams
- support structured inspection workflows
This is especially important for multi-location operations.
What Roles Control
Roles define access to major platform modules such as:
- Dashboard visibility
- Inspections
- Scheduled inspections
- Tasks
- Actions
- Templates and resources
- Reports and analytics
- Broadcasts
- Violations
- Client reviews
- Settings and administration
Each role determines whether a user can:
- view data
- create records
- edit content
- delete items
- assign tasks
- configure workspace settings
Access Levels in uAuditor
Access levels typically operate across three dimensions:
Workspace-Level Access
Controls whether a user can:
- manage company settings
- configure templates
- create schedules
- access reports across all locations
- administer users and roles
Usually assigned to administrators.
Location-Level Access
Limits visibility and actions to selected locations only.
Users can:
- perform inspections within assigned branches
- manage actions related to their locations
- view reports for their operational scope
This is common for branch managers and supervisors.
Personal-Level Access
Restricts visibility to items created by the user or assigned directly to them.
Users can:
- complete assigned inspections
- manage their own tasks
- update assigned actions
This level is typically used for inspectors or field staff.
Example Role Types
Organizations commonly configure roles such as:
Administrator
Can manage:
- workspace settings
- templates
- users and roles
- locations and zones
- reports and analytics
Supervisor
Can manage:
- inspections within assigned locations
- corrective actions
- scheduled inspections
- team performance monitoring
Inspector
Can:
- perform inspections
- complete assigned tasks
- respond to actions
- upload evidence
Access is usually limited to assigned locations.
Viewer
Can:
- view dashboards
- access reports
- review inspection results
Cannot create or edit operational data.
Assigning Roles to Users
Roles are assigned when creating or editing users inside:
Settings → Roles
Administrators can:
- create custom roles
- adjust permissions
- assign access scope
- modify role behavior at any time
This allows organizations to adapt access rules as operations grow.
Best Practices for Role Configuration
For effective access control:
- assign administrator access only when necessary
- restrict template editing permissions
- define location-based roles clearly
- review access regularly
- align roles with operational responsibilities
Structured role configuration improves platform security and usability.
