Adding Users
The Users module in uAuditor allows administrators to add team members and assign them access to inspections, actions, reports, and operational workflows. Adding users ensures the right people can perform tasks within their assigned locations and responsibilities 👤
User setup is an essential step during onboarding and whenever your organization expands.
What Is a User in uAuditor?
A user is any team member who accesses the platform through the web portal or mobile app to perform operational activities such as:
- conducting inspections
- completing assigned tasks
- managing corrective actions
- reviewing reports
- monitoring alerts
- supervising locations
Each user receives access based on assigned roles and locations.
Why Adding Users Is Important
Adding users allows organizations to:
- assign inspectors to branches
- control access permissions
- distribute operational responsibilities
- enable task completion workflows
- support compliance monitoring
- improve accountability across teams
Proper user configuration ensures structured platform usage.
Steps to Add a New User
To add a user:
- Open Settings
- Navigate to Users
- Click Add User
- Enter the user’s name
- Enter the email address
- Add the phone number (optional if required by workflow)
- Assign a role
- Select assigned locations
- Save the user
Once created, the user can log in using their credentials.
Assigning Roles to Users
Each user must be assigned a role that determines what they can access and manage inside the platform.
Roles typically control:
- inspection visibility
- action management permissions
- report access
- broadcast interaction
- violation handling rights
- administrative configuration access
Choosing the correct role ensures secure access control.
Assigning Locations to Users
Users should be assigned to the locations they are responsible for.
Location assignment allows users to:
- perform inspections at assigned branches
- view relevant tasks
- manage actions within their scope
- receive alerts related to their locations
- access location-specific reports
This improves operational clarity.
Supporting Multi-Location Users
Some users may manage multiple branches.
Examples include:
- regional supervisors
- quality managers
- maintenance coordinators
- operations directors
These users can be assigned multiple locations during setup.
User Login After Creation
After adding a user:
- login credentials are shared with the user
- the user signs in through https://app.uauditor.com
- access becomes available immediately based on permissions
Users can then begin working within their assigned responsibilities.
Example Use Case
Example scenario:
A restaurant chain adds branch supervisors as users in uAuditor.
Each supervisor:
- is assigned their branch location
- receives inspection responsibilities
- monitors corrective actions
- tracks compliance performance
This ensures structured operational oversight across branches.
Best Practices for Adding Users
To manage users effectively:
- assign roles based on responsibilities
- limit access to relevant locations only
- use clear naming conventions
- verify email accuracy before saving
- update user access during organizational changes
Adding users in uAuditor helps organizations distribute responsibilities efficiently and ensures inspections, monitoring, and compliance workflows are handled by the right team members.
