User groups for subcontractors are used to organize users into groups with different access levels and permissions within the app.

The benefit of using user groups is the ability to manage each user's permissions and the modules/registration types they see in the app. This makes the interface as clear and intuitive as possible for each user, while also hiding registration types that they are not intended to view or create.

It is also possible to create user groups for internal users. Read more about it here: User groups for Internal users

In this article, you will find:

• Create a user group for subcontractors
  • Access to features and modules
  • Rights
• Edit a user group
• Assign a subcontractor to a new user group

Create a user group for subcontractors

Account ➜ Users ➜ User Groups ➜ Hover over "Create user group" ➜ Click on "User group for subcontractors"

Fill in the name ➜ Choose settings ➜ Click "Create"

In addition to a name, there are generally two types of settings you need to consider when creating a user group for subcontractors:

• Access to features and modules
• Rights

Access to features and modules

Select which modules the users in this user group should have access to and decide whether they should be able to create entries, as well as if they should see their own or everyone's entries.

For example, if "Create" is selected, users can create new entries in the modules/form types/task types you have checked off.

Note! These settings primarily apply to the app. However, the "Create" setting will also affect the Employee user type's ability to create entries through the administration side. Additionally, the user must have an appropriate license to be able to create registrations.

Rights

Select and customize the permissions for the users in the group. For example, if you want all users in a specific group to start on the Tile-view in the app, or if users should be able to edit their completed schedule responses after uploading them, you can enable these options in this type of settings.

Edit a user group

Account ➜ Users ➜ User Groups ➜ Click on the pencil icon next to the user group you want to edit:

Note: When you edit a user group, the rights and accesses are immediately changed for all users in that user group.

Assign a subcontractor to a new user group

Account ➜ Users ➜ Subcontractor ➜ Click the pencil icon next to the company ➜ Scroll down to the user/contact ➜ Select a new user group in section: 2. User Access ➜ Click "Save"

Note! A subcontractor can only be assigned to a user group other than "Inspectly Standard" if they have been granted a license.