Team Collaboration
Set up your team, manage roles, and collaborate effectively in QuickInspect and YachtInspect.
User Roles and Permissions
Both apps use three user roles with different permission levels:
| Role | Cost | Key Capabilities |
|---|---|---|
| Free | Free | Basic access |
| Standard | €40/month | The paid seat for the people doing the day-to-day work |
| Key User | €50/month | Advanced features, team management, Subscription & Billing access |
In QuickInspect, the Free role is shown as Basic in enterprise companies, and larger organisations can move to an individually priced Enterprise plan.
Roles are displayed with color coding throughout the app:
- Free -- gray
- Standard -- green
- Key User -- blue
Note
Where to find team and company settings:
- QuickInspect -- More › Setup & company › Settings (Company, Modules & feature access, Members & roles, Billing, Alerts). Your personal settings are on the Profile tab.
- YachtInspect -- the Administration section of the Lists tab (Edit Company / Team, Billing & Subscription). Your personal settings are on the Profile tab.
Key Users
- User management (add, remove, change roles)
- Access to the Subscription & Billing page
Inviting Team Members
QR Code Invitations
Key Users can invite new team members using QR code invitations. Generate a QR code from within the app and share it with the person you want to invite. They scan the code to join your company.
Tip
QR code invitations make it easy to onboard team members in person -- no need to type email addresses or share invitation links.
Company Seat Limits
Company accounts have configurable seat limits that control how many users can be added at each role level:
- maxStandardSeats -- the maximum number of Standard role users
- maxKeyUserSeats -- the maximum number of Key User role users
Key Users manage these limits as part of the company subscription.
Sharing Projects and Assigning Work
Team members can be given access to specific projects and assigned to individual findings (called actions in QuickInspect). This controls who has access to which data and helps distribute work across the team.
- Share a project to give colleagues access to its data. In QuickInspect a project holds your inspections, incidents, actions and risk assessments; in YachtInspect each project is a vessel with its findings and reports. Sharing starts from the project list (Profile › Change Project).
- Assign users to actions QuickInspect only -- open the action and use ⋮ › Assign User to make a colleague responsible for the follow-up.
- Assign users to findings YachtInspect only -- designate who is responsible for following up a finding on the vessel.
Notification Subscriptions
Users can configure their notification preferences from the Profile tab:
- Go to the Profile tab
- Tap Notifications
- Configure which events you want to be notified about
This ensures team members stay informed about relevant updates without being overwhelmed by unnecessary alerts.
Company Branding
Company accounts support branding customization that applies across generated reports:
- Company logo -- appears in the header of the PDFs you export from inspections, incidents, risk assessments and other records QuickInspect only
- Company logo -- appears on report headers and cover pages YachtInspect only
- Company colors, fonts and watermark -- used for report styling in the Report Designer YachtInspect only
- Header/footer configuration -- custom text and layout for PDF reports YachtInspect only
Two-Factor Authentication Enforcement
Key Users can enforce 2FA for the entire company or specific roles:
- Require 2FA for all users or only for specific roles
- Set a grace period that gives users time to set up 2FA before enforcement takes effect
Warning
When 2FA enforcement is enabled, users who have not set up 2FA within the grace period will be required to configure it before they can continue using the app.
AI Configuration
Company accounts can configure AI behavior:
- Set company AI instructions that guide how AI features respond for your organization
- AI usage is subject to limits based on subscription tier
The app uses Vertex AI / Gemini for all AI features.
Info
For a complete feature-by-feature permissions breakdown, see the Role Permissions Matrix.
Best Practices
- Use consistent role assignments: Key Users for team leads, Standard for field workers
- Review team member access regularly to ensure appropriate permissions
- Enable 2FA enforcement for sensitive inspection environments
- Configure company branding before generating client-facing reports
- Use QR code invitations for fast onboarding of new team members
Need more help? See Account & Billing or contact support at support@quickinspect.me.