Resources Module

The Resources Module allows users to manage team access and permissions within the application. Only users with the appropriate administrative rights can add or modify system users. The module ensures role-based access control, allowing customization of permissions, notifications, and status settings.

Resources Module Overview

When accessing the Resources Module, users will see a tracker-style table view displaying all active system users. The table format provides:

Search functionality – Locate specific users by name, role, or status.
Filtering options – Sort users based on role type, active/inactive status, or other available fields.
Customization – Modify displayed fields in the tracker view by navigating to Settings > Modules > Configure Module and selecting the relevant options. Important: There is a Director Role in the system, assigned to a single user. This role cannot be removed and remains permanently in the system.

Adding a New User

To add a new user to the system:

Navigate to the Resources Module and click the ‘+ Add’ button.
A pop-up window will appear prompting the user to enter details, including:

Full Name – Enter the user’s complete first and last name.
Email Address – Required for notifications and login verification.
E2E Role – Select the appropriate permission level for the user.
Status – By default, users are set to Active but can be toggled to Inactive when they leave the company.

Click Save to confirm the new user. Once added, the user will appear in the Resources tracker view and will receive system access based on their assigned role.

E2E Roles & Permissions

When adding a new user, it's essential to assign the correct E2E Role to define their system permissions. Roles control access to functions such as:

Administrative privileges – Ability to add/remove users, configure settings, or modify business rules.
Data modification – Ability to create, update, and delete records.
Export rights – Permission to generate and download data reports. If a user leaves the company, administrators must change their status by:

Selecting the user from the Resources tracker view.
Toggling the Status field from Active to Inactive.
Saving changes to ensure the user no longer has system access.

Notification Preferences & Subscription Management

Users can customize how they receive system updates in the Preferences Grouping section. This allows selection of:

Email Notifications – Receive alerts for system updates, assigned requests, and administrative notices.
E2E Tidings – Internal notifications that appear as pop-ups in the ribbon bar at the top of the screen. These are used for tracking Requests, Reminders, and other system updates.

Managing & Updating Users

Once a user is added, administrators can:

Edit user details – Modify roles, email addresses, or access permissions.
Deactivate users – Change the status to Inactive to revoke access.
Export user data – Generate reports on system users by clicking the Export button in the Resources Module.

Contractor Management

Contractors are external users — such as field service technicians or inspection personnel — who need limited access to complete assigned survey sessions. Unlike regular team members, contractors can only access the E2E Survey app and can only see sessions specifically assigned to them. They cannot access the main web application.

Requirements:

The Contractors feature must be enabled for your organisation (it is part of the Services bundle).
You must have the Manage Contractors role assigned to your account to invite and manage contractors. Ask your Director to assign this role if needed.

The Contractors Tab

The Contractors tab appears alongside the Team tab in the Resources module. It provides:

Data table — A list of all contractors, showing their name, email, status, and role information.
Pending Invitations — A section at the top of the page showing outstanding invitations that have not yet been accepted, with options to resend or revoke each one.
Detail panel — When you select a contractor from the table, a detail panel opens on the right showing their information and management actions.

Inviting a Contractor

To invite a new contractor:

Navigate to the Resources module and select the Contractors tab.
Click the Invite Contractor button at the top right of the contractors card.
Enter the contractor's email address (required).
Optionally enter their first name and last name.
Select an access duration — this determines how long the contractor will be able to use the survey app. Options include 7 days, 30 days, 90 days, 1 year, or no expiry.
Click Send Invitation.

The contractor will receive an email with an "Accept Invitation" button. When they click it, they are taken to a setup page where they enter a password to create their account. Once complete, they can download the E2E Survey app and sign in with their email and password.

Invitation Status

Each invitation has one of four statuses:

Pending — The invitation has been sent and is waiting for the contractor to accept.
Accepted — The contractor has accepted the invitation and created their account.
Expired — The invitation link has passed its expiry date without being accepted.
Revoked — An administrator has cancelled the invitation.

For pending invitations, two actions are available:

Resend — Sends a fresh copy of the invitation email (using the same link). Useful if the contractor didn't receive or lost the original email.
Revoke — Cancels the invitation so the link no longer works. Use this if the invitation was sent in error or is no longer needed.

Managing Contractor Access

When you select a contractor from the data table, the detail panel displays their information and a set of management actions. These actions are only visible to users with the Manage Contractors role.

Access Expiry

The contractor's current access expiry date is displayed, or "No expiry" if no limit is set.
Use the Set new expiry dropdown to change the expiry period. Options include 30 days, 90 days, 1 year, or remove the expiry entirely.
When a contractor's access expires, they are automatically blocked from signing in to the survey app. To restore their access, set a new expiry date.

Deactivate / Reactivate

Deactivate immediately blocks the contractor from signing in. Their assigned survey sessions remain in the system but are inaccessible to them until reactivated.
Reactivate restores the contractor's ability to sign in and access their assigned sessions.

Reset Password

Generates a new secure password for the contractor. The contractor's current password stops working immediately.
The new password is displayed once on screen — copy it and share it securely with the contractor (e.g. via a phone call or secure message).
This option is not available for deactivated contractors. Reactivate the contractor first if you need to reset their password.

Invitation History

Expand the Invitation History section to see all invitations that have been sent to this contractor's email address, along with each invitation's status and date.

What Contractors Can Access

Contractors have deliberately limited access to protect your organisation's data:

Contractors can only access the E2E Survey app — they cannot access the main web application or any other modules.
They can only see survey sessions that have been specifically assigned to them.
They cannot view other team members' sessions or create new survey sessions.
They sign in using email and password only (social login options like Microsoft or Google are not available to contractors).
Their access can be time-limited using the access expiry feature, ensuring they only have access for the duration needed.

Resources Module