The Guest Access feature provides users with limited access to the Portal for inspections of records. ‘Guests’ include Building Inspectors and Auditors who require access to a building’s records.
When given access, Guests will receive a welcome email that includes the details of the Organisation that invited them, the Inspection time and the cost.
If they are a new user, they will be prompted to sign up and activate their profile in the portal. They will only need to create their password once as it will be the same profile they use if they need to inspect a building in the portal again.
Once logged in, Guests can start the inspection by going to the ‘Select Building’ dropdown on the top left. Here they will see all the Buildings that they have access to.
They will need to click the Address to access the documents and navigate the portal.
This will open the Start Inspection modal which will display the details of the inspection such as the Start Date, Expiry Date, Duration of time permitted and the cost.
Click ‘START INSPECTION’ to begin the inspection.
The access included will depend on the permissions given by the Organisation.
Users can click the Documents icon from the toolbar to navigate to the Document Management System and view documents and invoices. They can download these files individually or in bulk.
If given access to the Jobs page, they can view the details of the job and any attachments.
Clicking on the Messages icon takes the Guest to historical conversations regarding the building.
Manage Credit Card
New users will be prompted to add their credit card details before they can begin the inspection. They can’t start the inspection until a credit card has been added.
To add the credit card, click the ‘UPDATE CREDIT CARD’ button in the Start Inspection modal. The user will be routed to the Settings page where they click ‘ADD CREDIT CARD’.
Enter the details of the card, select the checkbox to agree to the terms, and click ‘Add Card’.
Users can also remove the card or add another credit card if they want to change the card on their profile.
After the card has been added they can begin the inspection by clicking ‘START
Billing and Inspection Time
When users start the inspection they will see the remaining time on the upper left of the screen.
Under Billing, the Inspector can also check the amount that they are charged. To access Billing, click the arrow in the top right of the screen and click ‘Billing’.
Note: The charged amounts include the processing fee.
Users can pause or stop the inspection when needed. When paused, they will no longer have access to the records. To pause an ongoing inspection, click ‘Select Building’ on the top left. Select the address (if multiple plans/buildings) then click ‘PAUSE INSPECTION’.
To resume the inspection, click ‘Select Building’ on the top left. Select the address (if multiple plans/buildings) then click ‘RESUME INSPECTION’.
Once the inspection time has expired, Guests may be given access to extend their inspection. Guests can choose the time period to extend for.
Click ‘EXTEND INSPECTION’ to acknowledge any additional charges and resume the inspection.
Building Inspectors should contact us with any further questions regarding this process.