Users, Roles & Approvals
Control who has access to what, and manage the approval workflow for sensitive actions.
Admin feature
User Management
Requires: assign_roles permission
- Add New User — invite a teammate by email; they'll receive account setup instructions.
- Edit User — update a user's details or role assignment.
- Filter Users / search — narrow the list by name, role, or status.
- Export Users CSV — download the full user list.
Platform admins managing multiple organizations should select a tenant ("Act as tenant") before managing users — user management always applies to the currently selected organization.
Role Management
Requires: assign_roles permission
Roles bundle permissions together (for example, "Inspector," "Manager," "Tenant Admin"). Use Add Role to create a custom role, or Edit Role to change what an existing role can do. Role changes take effect the next time the affected users' sessions refresh — recently changed permissions may take a minute to apply.
Deleting a role
Role deletion is permanent and cannot be undone. Reassign any users on that role before deleting it.
Approvals
Requires: approve_inspection permission
The Approvals queue lists pending items awaiting sign-off — most commonly inspections, but the queue can include other entity types depending on your organization's configuration. For each item you can:
| Action | Effect |
|---|---|
| Approve | Marks the item approved and moves it out of the queue. |
| Reject | Sends it back, typically requiring the submitter to address feedback and resubmit. |
Open an item's details before deciding — the confirmation dialog asks you to confirm the entity ID before approving or rejecting, so double-check you have the right item.