QuickInspect: Set Up Your Team

This guide is for KeyUsers -- the people who set QuickInspect up for their company. It covers inviting colleagues, assigning roles and getting everyone into the right project.

Invite by Email

1. Open Settings › Members & roles (Settings is under More › Setup & company).
2. Tap Invite user and enter the person's email address.
3. They receive an invitation email. When they sign up with that address, they join your company automatically.

Newly invited people are listed above your members until they accept. Invitations expire -- if a link no longer works, send a new invitation.

Invite with a Sign-up QR Code

QR codes are the fastest way to onboard a whole crew, for example at a site induction:

1. Open Settings › Billing and tap Manage Signup QR Codes. (Billing is open to company owners and users who have been given billing access.)
2. Create a code. You can attach a project, department, subcontractor and a label, so everyone who scans it lands in the right place.
3. Print or show the code. People scan it, and the sign-up form opens with your company already filled in.

Everyone who joins through a QR code starts as Free (shown as Basic in enterprise companies). Upgrade the people who need more in Members & roles.

Assign Roles and Seats

In Settings › Members & roles, select a member to change their Role:

• Free / Basic -- for everyone who takes part: reporting, requesting permits, reading hazardous-material data, nominating awards.
• Standard -- a paid seat for the people doing inspections, risk assessments and actions.
• KeyUser -- a paid seat for the people who run QuickInspect: templates, permits, approvals, company settings and inviting users.

Standard and KeyUser count towards your company's paid seats (see Settings › Billing). Members never buy a seat themselves; their plan is managed by the company. What each role may do can be fine-tuned in Settings › Modules & feature access.

Projects and Departments

• Projects hold the records. Each person works in one project at a time and switches with Profile › Change Project; QR codes can pre-select a project for new sign-ups.
• Departments and subcontractors are part of each member's profile, and sign-up QR codes can set them for new members. They decide who is notified and assigned when an incident or overdue action belongs to their area.

Security

• Members can switch on Two-Factor Authentication and Biometric Login in their Profile.
• If your company has single sign-on set up, members choose Company SSO on the login screen and enter their work email. To create and remove users automatically from Microsoft Entra ID, see Entra ID Provisioning.

Next Steps

• Role Permissions Matrix -- what each role can do, feature by feature
• Your First Inspection