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How to set up user access?

You can easily manage access to your food safety account by limiting what users can do.

You can collaboratively maintain your FoodDocs account with other colleagues, invite staff members and share your account with 3rd parties (health department inspectors and auditors). Depending on the role, you can manage user access.

There are two main sections where you can grant access to your FoodDocs account: Team and Users

Please note: in the Team, you add staff members who are involved in food handling and invite them to join your FoodDocs account. 

All user rights are covered in this User Access Permissions Matrix:

FoodDocs_User_Access_Table

Adding a new Company Admin

  • Go to Setup > Users

  • You can see users who have access to your FoodDocs account 

Screenshot 2022-10-07 at 20.44.32

FoodDocs_User_Add user_Admin

Adding a new Location Admin

  • NB! This right restricts access only to chosen locations/sites

  • Assigning Team Roles also enables users to receive notifications for their assigned tasks.

FoodDocs_user_Location Admin

Adding a new Company Read-Only user

FoodDocs_user_Company Read-Only

Adding a new Location Monitoring user

  • NB! Make sure to assign Team Roles as well, as they determine which tasks are visible to each Monitoring user.
  • Assigning Team Roles also enables users to receive notifications for their assigned tasks.

FoodDocs_user_Monitoring right

Adding a new Inspector user

FoodDocs_User_Inspector rights

Something we haven't covered?

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