Invite users and assign the right roles

Use role clarity, not seat inflation

Separate who creates inspections, who approves them, and who only needs to read the final documentation. That reduces mistakes and keeps approvals traceable.

• Administrators manage products, billing, and workspace rules
• Inspectors collect field data and submit reports
• Reviewers validate quality before customer handover
• Viewers only consume finished documentation

Practical rollout pattern

1. 1
   Invite the core team first

   Start with the project lead, one reviewer, and one inspection lead so the workflow is tested properly.

2. 2
   Add external viewers only when needed

   Customers and auditors should normally be invited only once the report structure is stable.

3. 3
   Review permissions every quarter

   As projects close and teams shift, remove old access instead of letting the workspace sprawl.