As winter comes to an end we’re springing into action with our next huge update – Teams!
This update introduces new team based project management tools so you can collaborate on your defect reporting and management.
Add team members, assign roles and project permissions, read on to learn more.
Options – Admin Tools
The options screen now includes Team settings to allow you to manage users within your organisation. See the Organisation Permissions table for an overview of access for each permission type:
Owner & Admin Tools
Owner and Admin users can access team options under the Admin Tools header.
Company Details is available to regular users but only editable by Owners and Admins.
Any user type may access the Contractors menu.
Invites
Use this function to invite users to join your organisation.
Invited users will receive an email notification and a pop-up on their home screen after they create an account and login.
Ensure the invite email matches their account email.
Organisation User Management
New users that accept your invite will be automatically added as Active Users. Primary Owners and Admin Users can then modify access rights for these users or update their profile information as well as disable their accounts.
The four types of users are:
- Primary Owner (there can only be one)
- Admin Users
- Active Users
- Disabled Users
Disabled users will not count towards your usage quota.
Project Options
Each project has its own security to allow you to nominate who has access to edit information.
Modify Team
Project Owners are able to use the Modify Team option to assign additional project owners or inspectors to any synced project.
Projects have two level of security that may be applied:
- Project Owners
- Inspectors
Check the Project Permissions table for an overview on what each role provides access to.
Utilise the “Group” option “All Users” to assign a role to all users in your organisation.
Note, you’ll need to be online to assign these permissions.
Permissions & Access
Organisation Permissions
Depending on access rights, users will see different information. The table below provides a quick overview of access to app components.
| Organisation Permissions | Options > Team | Options > Contractors | Options > Company | Create a Project | View Projects |
| Primary Owner | ✅ | ✅ | ✅ | ✅ | ✅ View All Projects |
| Admin | ✅ | ✅ | ✅ | ✅ | ✅ View All Projects |
| User | ❌ | ✅ | ❌ View Only | ✅ | ❌ Permissions Required |
Project Permissions
- Project Owner
- Project Inspector
| Project Roles | Edit Project Details | Modify Project Team | Modify Contractors | Sync Project | Create Lists | Edit Lists | Create Defects | Edit Defects |
| Owner | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Inspector | ❌ | ❌ | ❌ | ✅ | ✅ | ✅ | ✅ | ✅ |
Other New Features
Some other features included in this update are:
- Add Contractors details from your Contact List
- List filter – hide or show defects in a list based on their status type, e.g. New, In Progress or Complete.
