Users & Roles (person icon, 3rd down)

Manage your people by creating users and managing their permissions.

• The User grid shows all users in your Org Units.
• If you are a User Manager or Admin, you may create Users and assign roles to them.

To create a new User:

• Click the +Create User button and complete the email address, first and last name and phone number, if available.

• Apply/OK to save this information whilst you complete the Roles page.
• When you create a User, they will receive an email from PhotoAudit+ inviting them to set a password and login.

To Remove a User

• Select a User from the User grid
• Open User Details and click the Delete button
• Deleting a User means they will not be able to login to the Portal or App and you will not be charged for their license.

Assign one or more roles to the user

As a User manager or Admin, you may assign one or more roles to a user, depending on your own role.

Admin

• Admins are able to review images using the Review Portal.
• Admins may create and manage Users, Projects, Jobs, Media Sets, Templates and Org Units.

Manager

• Managers are able to review images using the Review Portal
• Managers may create and manage Users, Projects, Jobs, Media Sets, Templates and/or Org Units, depending on their Manager role.
• Users may hold one or more Manager Roles alongside each other.  An Admin has the permissions for all Manager Roles.

User Manager

• A User Manager can create and manage Users in their Org Units.
• A User Manager can assign and manage roles to a User.

Project Manager

• A Project Manager can create and manage Projects and Jobs.  PhotoAudit+ Jobs relate to capturing photos of a piece of practice work on-site.  Projects are made up of related Jobs.

Job Manager

• PhotoAudit+ Jobs relate to capturing photos of a piece of practical work on-site.
• Jobs Managers add a Job to a Project and assign a Template and On-site workers to the Job.

Template Manager

• A Template Manager may create Templates from existing Media Sets or create Media Sets and build them into a Template.
• They can create these ‘from scratch’ or make a copy to edit. See more.

Org Unit Manager

• An Organisational Unit (Org Unit for short) is a sub-unit of your organization.  These form a hierarchical structure.  All elements of PhotoAudit+ have a ‘home Org Unit’.  An Org Unit Manager may create and edit Org Units below their own.  See more.

Reviewer

• Reviewers may review images and respond via the Review Portal to any Job listed in their jobs grid.

On-site Worker

• On-site workers can open a Job to which they are assigned in the PhotoAudit+ app and take photos to complete the checklist.
• Only Active Jobs appear in the Jobs list on the app.