YachtInspect: Team Setup

This tutorial guides you through setting up your survey team in YachtInspect. You will learn about user roles, how to invite surveyors and team members, assign them to vessels, and manage seat limits.

What You Will Learn

• Understanding the four user roles and their capabilities
• Inviting team members using QR codes
• Assigning users to vessels
• Managing seat limits and subscriptions
• Enforcing security with 2FA

Prerequisites

• A YachtInspect account with Admin privileges
• An active subscription (Standard, Key User, or Admin plan)

Step 1: Understand User Roles

YachtInspect has four user roles, each with different access levels and pricing:

Role	Monthly Cost	Description
Free	Free	Basic access with limited features
Standard	40 per month	Full inspection and reporting capabilities for surveyors
Key User	50 per month	Can create templates and manage team content
Admin	Included	Full access to company settings, billing, user management, and all features

Step 2: Access User Management

1. Tap the Profile tab in the bottom navigation bar.
2. As an Admin, you have access to user management features through your company settings.
3. Here you can view all current team members, their roles, and their assigned vessels.

Step 3: Invite Team Members

YachtInspect uses QR code invitations to add new team members:

1. Navigate to the team management area in your company settings.
2. Generate a QR code invitation.
3. Share the QR code with the surveyor or team member you want to invite -- they can scan it with their device.
4. The invited person will be prompted to create an account (if they do not have one) and will be added to your company.

Step 4: Assign Roles

1. Once a team member has joined, navigate to your team member list.
2. Select the team member whose role you want to change.
3. Assign the appropriate role:
   • Free -- For vessel owners or stakeholders who need view access to survey reports
   • Standard -- For surveyors who conduct vessel inspections and create findings and reports
   • Key User -- For senior surveyors who need to create templates and manage content
   • Admin -- For business managers who need full control over the organization

Step 5: Assign Users to Vessels

1. Navigate to the vessel you want to manage (Profile > Change Project or through the Lists tab).
2. Open the vessel's settings.
3. Add team members to the vessel so they can access its findings, reports, and data.

Step 6: Configure Security Settings

For organizations that require additional security:

1. Go to your Profile tab.
2. You can enable the following security features:
   • Two-Factor Authentication (2FA) -- Adds an extra verification step at login.
   • Biometric Login -- Use fingerprint or face recognition for quick access.
3. As an Admin, you can enforce 2FA for all team members in your company settings.

Step 7: Manage Company Branding

Admins can configure company branding that appears on survey reports:

1. Access your company settings through the admin area.
2. Upload your company logo and set your organization's details.
3. This branding will be applied to all survey reports generated by your team.

Summary

You have learned how to:

• Understand the four user roles (Free, Standard, Key User, Admin) and their pricing
• Invite surveyors and team members using QR codes
• Assign appropriate roles based on responsibilities
• Add users to specific vessels for access control
• Enable 2FA and biometric login for security
• Configure company branding for survey reports

Next Steps

• Your First Vessel Inspection -- Create your first vessel finding.
• Templates and Reports -- Learn about report generation.
• If you need help, contact support at support@quickinspect.me.