User Roles and Permissions

Equalify uses a role-based system to manage what users can do within the platform. This guide explains the available roles and how access works.

Roles

Admin

The Admin role is automatically assigned to the first user who logs in to a new Equalify instance. Admins have full access to all platform features, including user management.

Admin capabilities:

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

User

The User role is the default role for all invited users. Users have access to the core scanning and reporting features.

User capabilities:

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

Shared Access Within Your Instance

All users on an Equalify instance share access to each other's audits. There is no separate "teams" feature — your Equalify instance is your shared workspace.

• Audits created by any user are visible to all other users on the same instance.
• Invited users are automatically added to your instance when they log in.

Inviting Users

Any authenticated user can invite new members to join the instance:

• Navigate to Account from the main menu.
• Enter the email address of the person you want to invite.
• Click Invite.
• The invited user will receive an email with a link to log in.

Once the invited user logs in (via SSO or other authentication), they are automatically added to your instance.

Note: If your Equalify instance uses SSO, invited users must have an email address from an authorized domain (e.g., @uic.edu).

Data Access

Equalify enforces data isolation so that users only see what they should:

• Your audits: You can always see audits you created.
• Instance audits: You can see audits created by anyone on your instance.
• Activity logs: Logs reflect actions taken across your instance's audits.

You will not see audits or data from other Equalify instances.