Access Levels

There are 4 levels of access (permission) which can be granted to team members. These are: Member, Member+, Editor and Owner.

Member
Good for normal members, as they may edit their own basic details.
Members can not see private data (marked with a padlock icon)
Member+
Good for team officers or for members to whom you want to give selective editor permissions.
Member+ can edit their own basic details
Member+ can see private data.
Member+ may also be enabled to edit: Activities, Equipment, Documents and Health & Safety reports depending on the options selected.
Editor
Good for administrators and team leaders.
Can view, add, delete and edit all data. 

Owner
The Owner can view, add, delete and edit all data.
The Owner is the only person who can configure the main Account Settings.

No Access
Team members set to 'No Access' will not be able to sign in.


Note: You cannot grant an access level higher than your own to another member. You are also unable to change your own access level.



Within the Member and Member+ permission levels, there are a number of granular permissions that can be assigned.

  • Draft Incidents: Ability to create draft Incidents and enter all data, however, cannot "approve". A member with Editor or Owner permissions will need to approve the activity.
  • Draft Exercises: Ability to create draft Exercises and enter all data, however, cannot "approve". A member with Editor or Owner permissions will need to approve the activity.
  • Draft Events: Ability to create draft Events and enter all data, however, cannot "approve". A member with Editor or Owner permissions will need to approve the activity.
  • Equipment Basic: Can complete tasks like inspections & repairs
  • Send SMS: Can access communications integration if used in your account and send SMS messages to team members
  • Documents: Allows members to add files to the account. (Photo of a certificate, scanned paperwork to an activity, Etc.)
  • Health and Safety Reports: Ability to create Health & Safety reports, however, cannot "approve". A member with Editor or Owner permissions will need to approve the report.