Summary
Learn how to add a new user in Inspection Manager and assign the right access level.
This article covers:
About adding users and required access
Only users with Office Manager access can usually see the user administration area in Inspection Manager settings. If the Users or User Settings options are not visible, ask an Office Manager in your business to add the user, or contact support.
Before you start
Before creating a new user, make sure you have:
The user’s full name and email address (use a work email where possible)
The correct access level for the user (for example, Property Manager vs. Office Manager)
A decision on whether the user needs mobile app access (for conducting inspections)
Tip: If you use an integration that maps staff by email (for example, Property Tree workflows often require a matching Property Manager user), using the user’s correct email helps avoid sync issues.
Add a new user from Settings
Use the Settings menu to open user administration and create the profile.
Select Settings from the left-hand menu
Select User Settings
Select New User (in the top-right)
You will be taken to a form where you can enter user details and choose a role and devices.
Note: If you cannot see user settings or the new user, your account may not have Office Manager access. Ask an Office Manager to complete these steps.
Enter the user’s details
Complete the basic profile fields for the new user.
Enter the user’s name and email
(Optional) Select an Office Location from the drop-down if your account has multiple locations
Enter a password for the user
Note: Your password must be at least 8 characters long and include at least one number, one uppercase letter, and one symbol.
Note: If you need an office location added to the drop-down list, contact support.
Choose role and mobile access (Role & Devices)
Use this section to control what the user can access.
In Access Level, choose the correct role:
Property Manager - Typically limited to inspection-related areas
Office Manager - Typically has access to all CMS tabs and admin settings
In Mobile App, choose:
Yes - If the user will conduct inspections in the mobile app
No - If the user only needs CMS access
Note: If you cannot set Mobile App = Yes due to plan limits (for example, you have no remaining mobile user licences), contact support to discuss options.
Review the entered details (especially email, access level, and mobile access)
Select Save
Tip: If the user will be linked to inspection ownership or integration mappings, keep the email consistent with the email used in connected systems to reduce matching/sync issues.