Record360 has a number of different user types and permissions. Read on below to learn what types of users you can configure and the roles we have available.
User types
Email users are our standard, default users. We strongly recommend you set up email users, as this makes it easier to reset their password and receive communication from us in the future. These users must have a valid email address.
See related article: Users - Add an email user
Non-email
Non-email users can be configured for anyone without an email address. We encourage you to create an email address for every user, in order to make the most of Record360. If your user doesn't have an email address, please note the following limitations:
- Can't receive password reset emails; need to email support@record360.com to manually reset their password
- Can't receive communication from our Support team in the event of an issue
- Can't receive email triggers or Transaction Summary Emails
- Can't receive product release emails or sign up for webinars
See related article: Users - Add a non-email user
One-time
One-time users can be configured to send remote workers links to individual inspections. We recommend this user type for anyone performing remote inspections, and third-party drivers or contractors. Please note the following limitations:
- Limited to < 5 inspections
- Unable to access other locations
- Can’t view dashboard
If your users require more than 5 inspections, we recommend you make them an email or non-email user.
See related article: Users - Add a one-time user
[Premium] One-time with SMS
You also have the ability to add one-time users via SMS. We recommend this if you have third-party drivers or remote contractors without an email address. Once configured, you can set them up to login via SMS. Please note, this is a premium user type. If you are interested in learning more, please contact sales@record360.com.
User roles
User
Users are our standard, default role. This role gives you access to the basic functionality in our system, including the ability to create, update, and close inspections. We recommend this role for all users performing inspections.
Manager
Managers are our administrative role. This role gives you the ability to edit locations, inspections and users, and access employee usage reports. We recommend this role for all administrators in your company.
Regional Manager
Regional Managers are our advanced administrative role. If you have regions set up, this role gives you the ability to edit regions, in addition to all the other Manager capabilities listed above. We recommend this role for all regional administrators in your company.
User permission matrix
Updated