Each person who works in ISN has a user record. This is where you mark someone as an inspector, choose the privileges they have, set which services they can be scheduled for, and control how they are notified. Setting up a new inspector takes five steps.
Step 1: Open the Users list
In the blue main menu, select Admin, then User Administration. You need the User Administrator privilege to see this option.
Step 2: Open an existing user, or add a new one
To add someone, click New User at the top right of the Users page.
To change someone who already exists, click the pencil Edit button at the start of their row, click their username, or click the ⋮ (three vertical dots) next to it and select Edit.
The user page has three tabs: Profile, Access and Scheduling. The Save User button stays at the top right as you scroll, and it saves all three tabs at once. The badge beside it reads Unsaved changes until you save.
Step 3: Fill in the Profile tab
For a new user, enter a username and a password (at least 6 characters). Then enter the first name, last name and display name, which is the name shown on orders, the schedule and client emails. Add the email address and mobile number too. If this person will receive texts, the mobile number is where they go. The Profile tab also holds the photo and signature, address, calendar colors, license details and the biography shown on your public inspector page.
Step 4: Make them an inspector and set their privileges
Open the Access tab.
Under Roles, check Inspector. Inspectors appear on the schedule and in the inspector drop-down on the order form. Someone without this role will not appear there, whatever their privileges.
Under Privileges, check what this person may do. Privileges are arranged in groups such as Inspections & reports, Payments, Calendar & scheduling, Contacts, Business & admin, Office administration and Owner. Review each one before you grant it, and hover the information icon beside it to read what it allows.
Some privileges have others nested under them. The ones underneath stay hidden, with the note Enable to reveal more privileges here, until you check the one above. For a typical field inspector, under Office administration, check Office Administrator. These appear beneath it:
Edit Inspections (check it to reveal Edit Unscheduled Inspections and the other edit and delete privileges)
Create Inspections
Access to the Write Report, so they can write reports
Access to the Report Writer Settings, so they can change report templates and Report Writer settings
Use Select all or Clear all above the list to change every privilege at once.
Under Fee visibility, check Do not display fees to this user and/or Do not display agent and agency notes to this user to hide those from them on orders.
Under Office access, the Primary office is the office this person belongs to, and new orders they create default to it. If your company has more than one office, you can pick a different Primary office and check any other offices this person can switch into. If your company has a single office, it is already selected and there is nothing else to choose here.
For what each privilege allows, see Privilege Definitions.
Step 5: Assign services and set scheduling options
Still on the Access tab, scroll to Services and check the services this inspector performs. Only services assigned here can be scheduled to them. This list appears once Inspector is checked under Roles. Select all and Clear all work here too.
Open the Scheduling tab. Under Notifications, check Send this user their schedule via email and/or Send SMS events to this user.
Under Service area, click Manage serviced ZIP codes (postal codes outside the US) to choose where this inspector works. Only the codes listed here are offered to them in the online scheduler and order form. Save the user first. A brand-new user has to be saved before this section can be used.
Use Scheduling notes for anything the person scheduling them should know. These notes are not shown to the client.
Click Save User.
Good to know
You only see the privileges you hold yourself. If one is missing from the list, ask an owner or another administrator who has it.
Turning off a privilege that has others nested under it hides those and turns them off too.
Every privilege change is recorded. Click View privilege history on the left of an existing user's page to see who changed what, and when.
Unchecking Inspector hides the Services list but keeps what was assigned, so checking it again brings it back as it was.
Troubleshooting
The inspector is not in the order form drop-down. Open their user page and check that Inspector is checked under Roles on the Access tab, then click Save User.
A service cannot be scheduled to the inspector. Check that the service is checked under Services on the Access tab.
An inspector cannot see the Report Writer or its settings. Check Office Administrator, then Access to the Write Report and, for templates and settings, Access to the Report Writer Settings.
An inspector does not get the schedule email or texts. Check the two boxes under Notifications on the Scheduling tab, and that their email address and mobile number are filled in on the Profile tab.
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If you have any questions about this information, please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.