Role-Based Paths

Use these paths to find the docs that matter for your role.

Operators

Operators mostly work in the mobile app.

Start with:

1. Operator Quick Guide
2. Complete Checks
3. Actions
4. Kiosk Mode, if you use shared devices

Operators should understand when to submit a failing result, when to skip a check, and how format changes affect the checks they see.

Managers

Managers supervise daily execution and close the loop on actions.

Start with:

1. Checks
2. Check Lifecycle
3. Actions
4. Output
5. Insights
6. Reports & Exports

Managers can create and update checks, change active line formats, enter output, resolve actions, and review proposed check changes.

Admins

Admins manage configuration and access.

Start with:

1. First Factory Setup
2. Factories, Lines, Groups & Machines
3. Formats
4. Roles & Permissions
5. Team Management
6. CMMS Integrations

Admins should own naming conventions, factory structure, format definitions, and user access.

Owners

Owners have full access and are responsible for tenant-level control.

Start with:

1. Roles & Permissions
2. Team Management
3. Account & Preferences
4. Reports & Exports

Keep the number of Owners small and review access regularly.