InspectDay

Getting started

Team and roles

Decide who gets an account and which role each person has, since the role sets what they see.

Add each person on Users with one role: Admin, Manager or Inspector. The Owner role is offered only for the account owner.

Owners and Admins see the Dashboard, Users, Company Profile and Preferences. Managers and Inspectors see none of them, and only the Owner sees Billings.

The steps are in Help: Users and Dashboard.

Add User dialog with the name Jordan Ellis, the Inspector role, an email address and a mobile number filled in

Next: Demo data.