Settings & Preferences
Settings are accessed from Preferences in the left sidebar. Only users with Admin or Owner roles can make changes here.
Company
The Company settings page lets administrators configure organization-wide settings including:
- Company name and logo
- Organizational structure — add and manage Regions and Districts
- Location data fields — define custom fields that appear on the Location Profile tab
Managing Regions and Districts
- Go to Preferences → Company.
- Use the Regions section to add, rename, or deactivate regions.
- Within each region, manage the districts it contains.
Regions and districts determine how data rolls up in reports (Company → Region → District → Location).
Users
The Users settings page is where you manage who can access ActionCard and what they can do.
Adding a User
- Go to Preferences → Users.
- Click + Add a Person.
- Fill in:
- First name and last name
- Email address (this becomes their username)
- Password (they can change it on first login)
- Time zone
- Role/permissions (see table below)
- Assign the user to one or more locations they should have access to.
- Click Save.
The new user receives a welcome email with login instructions.
User Roles and Permissions
| Role | What It Allows |
|---|---|
| Owner | Full access to all settings including billing |
| Admin | All settings except billing; can manage users, templates, and company structure |
| Key | Can create and finalize reviews; can create messages and action items |
| Finalize | Can finalize (submit) reviews |
| Modify | Can edit in-progress reviews |
| Restricted | Access limited to assigned locations only |
Roles are additive — a user can hold multiple roles simultaneously.
Editing a User
Click the pencil icon next to any user to open their profile. You can update their name, email, roles, location assignments, or deactivate their account.
Showing Inactive Users
Check Show Inactive Users at the top of the Users page to see deactivated accounts. You can reactivate them by editing the user and marking them active.
Teams
Teams are groups of users that can be assigned together to reviews or action items.
- Go to Preferences → Teams.
- Click + Add a Team, give it a name, and add members.
- Teams appear as assignment options when creating reviews and action items.
Templates
Templates define the structure of your reviews and checklists — the categories, questions, scoring rules, and photo requirements.
Viewing Templates
Go to Preferences → Templates. Active templates are listed in the grid. Click Show Inactive Templates to see archived ones.
Adding a Template
- Click + Add a Template.
- Enter a template name and configure settings (review type, scoring, etc.).
- After saving, open the template to build its content using the Template Builder.
Template Builder
The Template Builder lets you add and organize:
- Categories — top-level groupings of questions (e.g. "Exterior", "Restrooms", "Customer Service")
- Questions — individual evaluation items within each category
For each question you can configure:
| Setting | Description |
|---|---|
| Response type | Yes/No, Pass/Fail, numeric score, text, photo, and more |
| Required | Whether the question must be answered to submit |
| Point value | Weight of the question in the overall score |
| Photo requirement | Whether a photo must be attached |
| Report tags | Labels for cross-template reporting |
Report Tags
Report Tags are labels attached to questions that enable cross-template reporting. For example, tagging questions across multiple templates with "Cleanliness" lets you run a report that pulls cleanliness data from all templates into one view.
Manage tags under Preferences → Report Tags.
Assets
The Assets section stores shared resources used across the platform (such as the company logo that appears in reports). Admins can upload and manage assets here.