Where to Find Access Controls
Go to Checklists from the left-hand menu
Find the checklist you want to configure and click on its ellipsis
Select Settings
Go to Access tab
Stay on Conduct Audits tab
Assign Access Permissions
In this section, you define who can use the checklist to conduct audits. You can assign access by:
Individual Users – Grant access to specific users
User Groups – Assign to a group of users (e.g. Safety Inspectors)
Locations – Make the checklist available only for specific sites
Each field has a searchable dropdown where you can select one or more values.
You must assign at least one permission to make the checklist available.
Saving Your Changes
Once your access settings are defined:
Click Save Access Rights at the bottom of the screen
These permissions will now be enforced during task scheduling and audit access
What Happens Next?
Only assigned users, groups, or locations will see this checklist when starting an audit
Users without access will not be able to view or start audits using this checklist—even if assigned a schedule
Best Practices
Use User Groups to simplify role-based access across checklists
Limit access to specific locations for site-specific checklists
Review permissions regularly, especially after team or location changes
Next article: Manage Who Can See or Edit Audit Results →