Team Management Tutorial

QuickInspect and YachtInspect support team collaboration through role-based access control, seat management, and QR code invitations. This tutorial covers user roles, the admin user management page, inviting members, seat limits, assigning users to products, and permissions.

User Roles

There are four user roles, each with a distinct color in the interface:

Role	Color	Description
Admin	Orange	Full access to all features, team management, company settings, and branding
Key User	Blue	Can manage reports and templates, but cannot manage team members or company settings
Standard	Green	Can create and manage their own reports and export PDFs
Free	Gray	Limited access for viewing and basic usage

Admin User Management

Admins have access to a user management page where they can:

• View all team members and their roles
• Change a user's role
• Remove users from the company
• Monitor seat usage against the company's seat limits

To access user management:

1. Go to the Profile tab.
2. Open the company/team management section (visible only to Admins).
3. The user list shows each member's name, role, and status.

Inviting Members via QR Code

Instead of traditional email invitations, you can invite new team members using a QR code:

1. As an Admin, go to the user management section in the Profile tab.
2. Generate an invitation QR code.
3. The new team member scans the QR code with their device.
4. They are added to your company with the appropriate role.

Seat Limits

Your company plan includes a set number of seats for each role tier:

• maxStandardSeats: The maximum number of Standard users your plan allows.
• maxKeyUserSeats: The maximum number of Key User seats your plan allows.

When seat limits are reached, you cannot add more users of that role tier until you upgrade your plan or remove existing users.

Admins can monitor current seat usage from the user management page.

Assigning Users to Products

Users can be assigned to specific products (vessels, buildings, assets) to control who has access to which inspection items. This is managed from the product detail view or the user management page.

Permissions Overview

• Admins can manage all users, company settings, branding, templates, and reports.
• Key Users can create and manage company templates, create and edit reports.
• Standard users can create their own reports and export PDFs.
• Free users have limited access.

Next Steps

• Configure company settings in the Settings & Company Tutorial
• Create shared templates in the Templates Tutorial
• Track findings and inspections in the HSE Management Tutorial