Viewer Types in Visibuild

Adding a viewer to a Visi gives all users at a given company read-only access to that specific Visi. They can see its content, responses and requirements, attachments, comments, and activity history — but cannot make any changes.

One important behaviour to understand: viewer access flows down the Visi tree, but not up. If you add a viewer to an Inspection, they'll automatically see any Tasks and Issues beneath it. But if you only add them to a Task, they won't be able to see the parent Inspection. This lets you share specific items without exposing the full inspection.

Setting a viewer on an individual Visi

Setting Viewer(s) on multiple Visis in bulk

In the Template Builder, you can add a viewer directly to a Visi inside a template (via the middle panel). Once set up, that company will be added as a viewer automatically on every Visi created from the template — no manual steps required. From that point, they have the same access as a standard Visi viewer described above.

This is particularly useful when a client company always needs to see certain inspections, or a consultant needs visibility into specific tasks or reports whenever they're generated.

Setting viewer on a templated Visi: the parent Visi

Setting a viewer on a templated Visi: a child Visi

A viewer of a template gets read-only access to the template itself, not the Visis created from it. They can see the template in their Template Builder library, open it in read-only mode, and view its structure — including nested inspections, tasks, and requirements — as well as the activity feed and comments.

Note that a template viewer does not automatically gain access to any Visis created from that template. If you need someone to see those too, you'll need to also add them as a Viewer on a templated Visi (see above).

Here's a quick reference guide: