Roles & Permissions

visualogyx provides two layers of user access control organization level roles and team level roles this structure ensures you can manage access to templates, inspections, and projects across your company while maintaining flexibility within each operational team organization roles (admins, super admins, and members) when inviting users to your organization (via the users tab in the sidebar), you'll assign them an organization level role super admin full access across the organization, including billing, subscription management, and all settings can create and manage teams and users admin can manage all organization settings and users, including creating teams and managing roles member can access assigned teams based on the permissions granted at the team level (detailed below) ✅ note the organization role defines global permissions but does not automatically grant access to inspections, templates, or reports that’s controlled at the team level team roles (granular access control) to assign users to specific projects, inspections, and templates, you must add them to a team within each team, you can assign one of the following roles admin can manage everything within the team settings, users, templates, inspections, and projects can also delete the team contributor full access to create, edit, and manage all projects, inspections, and templates in the team contributor (limited) can only manage their own inspections and projects, but can still view all templates, inspections, and projects in the team viewer read only access can view all inspections, projects, and templates but cannot make changes 🔁 users can have different roles in different teams for example, someone could be an admin in the "cleaning crew" team and just a viewer in the "maintenance" team how to invite and assign roles 1\ invite to the organization go to the users tab in the sidebar click invite user enter their email and assign their org level role (super admin, admin, or member) click send invitation 2\ add to a team go to the teams tab select the team you want click add user enter their email and assign a team specific role choose what level of access you want them to have within that team quick example you want your regional manager to oversee multiple teams, but only give field inspectors access to their own work assign the manager an admin org role and make them a team admin in all relevant teams assign field inspectors the member org role and then make them contributor (limited) in their assigned team