Why add users?
Adding users allows your team members to access Audit Now and participate in conducting audits, reviewing results, and managing the platform based on their assigned roles.
How to invite a user
Go to Settings → User Management
Click the Add User button in the top right corner
Enter the user's information:
Email address
First and last name
Role (e.g., Account Admin, Auditor)
Locations (optional - can be assigned later)
User Groups (optional - can be assigned later)
Click Send Invitation
What happens next
After you invite a user:
Audit Now sends an invitation email to the user's email address
The user appears in your User Management list with a "Pending" status
The user must click the activation link in the email
They'll be prompted to set a password for their account
Once completed, their status changes to "Enabled"
User activation process
When your team member receives the invitation:
They click the activation link in the email
They'll see a screen asking them to proceed with password setup
After creating a secure password, they can immediately log in
Quick start tip
For initial setup, we recommend inviting just one or two key users who will help configure the system. You can add more team members after you've created your first checklists.
Next steps
Once you've invited your first user, continue setting up your user groups to prepare for scheduling or managing access to checklists.
Next article: Setup a user group →