Account information

This page is intended for all users to verify their identity and access level within the platform. This page serves as your Account Overview hub. Use this section to confirm your role as either a "Member" (who can create and edit their own audits) or an "Administrator" (who manages workspace membership).

Key Information

• Identity Details: This section displays your Full Name and the Email Address associated with your organization’s login data. Verify these are correct to ensure you receive system notifications and credit for your work.
• Role Status: Your current permission level (either Member or Administrator). Your user role dictates which features you can access. Typically, Members view and contribute to content but lack administrative privileges.

Workspace

Every user in Equalify belongs to a shared Workspace. This is the primary way that audit information is shared. All members can view any audit created within the workspace, ensuring everyone stays on the same page.

When the first Admin creates an account, Equalify automatically sets up an organization’s workspace. Any users invited within an organization are added to this same workspace.

Member Role

The Member role is the default role for all invited users. Users have access to the core scanning and reporting features within their workspace.

Member capabilities:

• Create, edit, and delete their own audits.
• View scan results and blockers for audits shared with their workspace.
• Invite new users to the workspace.
• Access activity logs.
• Configure audit schedules and notifications.

Available Actions for Members:

• Verification: Use this page to confirm you are logged into the correct Account, and confirm permission level.
• Session Security: The Logout link at the bottom is the safest way to end your session. To protect your data, sign out whenever you use a public or shared computer.

Admin Role

The first user to log in to a new Equalify instance automatically becomes an Admin. Admins have full access to all platform features, including workspace management.

Admin capabilities:

• Create, edit, and delete audits across the workspace.
• View all scan results and blockers.
• Invite new users to the workspace.
• Manage workspace membership.
• Access activity logs.
• Configure audit schedules and notifications.

Available Actions for Admins:

As an Admin, you have extra tools to manage who can access the system and what they are allowed to do.

Managing Invitations

• Sending Invites: Type an email address into the Invite box and click the button to grant someone access.
• Checking Status: Look at the Invites list to see who has been invited and exactly when that invitation was sent.
• Canceling Invites: If you sent an invite to the wrong person or they no longer need it, use the Delete button to cancel it before they log in.

Managing Active Users

• Changing Roles: In the Users list, you can use the Type dropdown menu to switch someone between a "Member" and an "Administrator."
• Tracking Join Dates: The Created At column shows you the date a person officially joined and set up their account.
• Removing Access: If someone should no longer have access to the system, click the Remove button next to their name.

Troubleshooting

To update a misspelled name or an incorrect email address, contact the Equalify team or your workspace’s administrator. Users in "Member" roles often lack permission to edit these fields directly.