What is default template access?

Default template access lets you control who can access newly created templates without manually adjusting them each time. Whether your organization prefers to limit visibility to template creators or automatically provide access to all users, this setting gives you the flexibility to choose what works best.

Access page in the template editor showing who can access the template and its inspections.

What settings are available?

Use the following settings to set up your organization’s default access levels for new templates and inspections:

  • All users (Conduct only): Gives all users "Conduct" access to each new template, regardless of their seat type, and "View, edit" access to inspection results for the template owner and the user who conducted the inspection.

  • All users (Conduct, edit): Gives all users "Conduct, edit" access to each new template and its inspections, regardless of their seat type.

  • All users (Conduct, edit, delete): Gives all users "Conduct, edit, delete" access to each new template and inspections, regardless of their seat type.

  • Only the template creator: Restricts the access of each new template and its inspections to the template creator.

Your organization's plan and creation date determine the default access level for new templates and inspections:

  • Free Plan: Organizations created on or after July 29, 2025, and organizations downgraded to the Free Plan have a "Conduct, edit, delete" template access level by default.

  • Premium Plan or Enterprise Plan: Organizations created on or after September 30, 2026, and organizations upgraded to Premium Plan or Enterprise Plan, will have the following default template and inspection access levels:

    • Templates:"Conduct only" access level

    • Inspections:"View, edit" access level, limited to the user who conducted the inspection and the template owner

Changes to the default access setting only apply to new templates in an organization, and not existing ones.

Manage default template and inspection access

  1. Log in to the web app (opens in new tab).

  2. Click your organization name on the lower-left corner of the page and select Organization settings.

  3. Click Features tab at the top of the page.

  4. In the "Templates and inspections" section, select the default access setting from the dropdown menu.

  5. Changes are saved automatically.

Set the default template and inspection access for your organization to All users (Conduct only).

You can provide access to users, groups, and sites at a more granular level by managing each template's access levels.

Frequently asked questions