Managing Company Preferences
Learn how to manage your company settings, subscription, team members, and user permissions in Inspec.
Assigning roles to team members
There are two possible roles for team members on Inspec, either Admin or User.
Upon company registration with Inspec, the account creator will be automatically designated a company admin role. Admin roles are typically assigned to an individual who has authority to manage company settings and handle billing & licences. Admin can change the roles of other team members at any time on the Team Members tab in Settings.
Team members assigned the role of User have all the same functions within the app as Admin roles, with the exception of access to company settings and billing.
Managing your trial & subscription
A trial period lasts 14 days from when you initially create your account.
Log into your account as usual when your trial period is over and a notification will appear asking if you would like to continue using the software. Follow the prompts to set up your company subscription.
How is pricing calculated?
Inspec is a subscription-based service with simple and transparent pricing. We charge a monthly (or annual) fee based on the number of members in your studio.
Difference between monthly and annual subscriptions
The distinction between these options is pricing. Annual subscriptions provide a 20% cost savings per user compared to monthly billing. All features and functionality remain identical across both subscription plans.
Updating payment information
To update your payment information, navigate to the Billing & Licences tab in settings.
- Click on Manage Plan — Click on the Manage Plan button where you can see information regarding your current plan, you will be redirected to our payment provider, Stripe.
- View billing overview — You will see an overview of your account billing information, including your preferred payment method.
- Update payment method — You can add a new payment method, delete a payment method, or make a method your default here.
- Return to Inspec — Once you've made the changes to your payment method, click on the ← Return to Inspec button on the left side of the screen.
If you experience any issues with updating this information, please contact Inspec Support.
Cancelling your subscription
To cancel your subscription, navigate to the Billing & Licences tab in settings when you click on your name.
- Open Stripe portal — Click on the Manage Plan button where you can see information regarding your current plan, you will be redirected to our payment provider, Stripe.
- Cancel subscription — You will see an overview of your account billing information, and in the top right corner of the screen will be a white button Cancel Subscription.
Your subscription will be active until the end of the billing period.
Adding/Removing team members from subscription
Each user on Inspec requires their own licence to use the software. Company admin users are able to increase the number of licences in their company by clicking on the Billing & Licences tab option in Settings. To get to settings in the sidebar, click on your name in the bottom left corner.
Increasing the number of licences
- Navigate to billing — Go to the Billing & Licences tab in settings.
- Increase licences — Increase the quantity using the + button to the desired number of licences required.
- Confirm changes — See the updated subscription details appear below. When you are happy to confirm the new adjustment, click Update Licences.
Decreasing the number of licences
To reduce the number of subscriptions your company has, please contact Inspec Support.
Inviting or removing team members
Making adjustments to the users is done on the Team Members tab in settings.
Removing a team member who has left the company will only open up that seat to be replaced with a new user, it will not remove the licence entirely.
User permissions & management
By default, all users within your company have equivalent access to all features, with the exception of controlling company settings & billing.
If you're concerned about maintaining consistency across your schedules and exports, company administrators can restrict certain actions related to PDF exports. These permissions can be managed in Company Settings under Permissions.
- User ability to create & edit templates
- User ability to edit disclaimers on templates and schedules
- User ability to customise schedule export settings
- User ability to customise schedule cover pages
Company administrators cannot currently restrict viewing or editing permissions for individual users on projects, schedules, time tracking, products, or suppliers. All users have equal access to these areas. If you'd like to discuss custom user permissions for your company, please contact support.
Regardless of permission settings, we always recommend assigning individual users to project design teams. Any team member in the company can assign design teams to projects, regardless of their role. To learn more about the benefits of design teams, click here.
Design teams
Assigning a design team and keeping that team up to date is important and increases the overall effectiveness of the real-time collaboration feature. It ensures that users are included in any project related notifications (for example, schedule issue reports and comments) and is great for general project management.
Each user's home dashboard will be personalised based on the projects they are working on specifically. To learn more about setting your design team, click here.