2.5.2 The Setup tab — overview

Overview

The Setup tab is where organisation-level data is created in digiQC — data that lives at the org level and can be reused across all your projects. Set it up once here, and each project can import what it needs instead of re-entering everything — which makes project setup much faster.

There are three types of organisation-level data:

• Users — the people in your organisation.

• Teams — groups of users (Consultant, Contractor, Vendor, etc.).

• Checklists — your inspection checklists (fetched from digiQC templates or imported as your own).

Who can access it: the Setup tab is visible to — and editable by — the System Admin only. However, the data created here is then available to both the Project Admin and the System Admin to import into a project.

🧭 How to use

1. Open the Setup tab (System Admin only).

2. Choose what to add — Users, Teams, or Checklists.

3. Add each manually or import in bulk via CSV (see the linked articles below).

4. Later, inside any project, use the Import option to pull this org-level data into that project — done by the Project Admin or System Admin.

💡 Good to know

About the Setup tab

• Holds three org-level data types: Users, Teams, Checklists.

• Visible and editable by the System Admin only.

• The Import option inside a project brings this org-level data down to the project level — usable by Project Admin & System Admin.

About users

• A user is uniquely identified by the combination of email ID + phone number.

• A user can belong to multiple teams within the same organisation.

• A user can also belong to multiple organisations — i.e. two different organisations that have each purchased digiQC.

About checklists

• A checklist created at org level can be imported into multiple projects — saving time and giving faster project setup.

❓ FAQ

1. What is the Setup tab for?

Creating organisation-level data — Users, Teams, and Checklists — that projects can import and reuse.

2. Who can see and use the Setup tab?

Only the System Admin. But the data added here can be imported into projects by both the Project Admin and the System Admin.

3. What makes a user unique?

The combination of email ID + phone number.

4. Can one user be in more than one team or organisation?

Yes — a user can be in multiple teams (same organisation) and even in multiple organisations that use digiQC.

5. Why add data at organisation level?

So it's created once and reused. Importing org-level users, teams and checklists into a project makes setup faster than building everything from scratch.

🔗 Related articles

• 2.7.3 Add organisation-level users — manually & by CSV import

• 2.7.4 Add organisation-level teams — manually & by CSV import

• 2.7.5 Add organisation-level checklists — fetch templates & import your own

• 2.7.6 How to add a new project?