Once you have added members into your account, you have the option to grant members a permission level. This will send them an email invite to access the account.
There are 4 access permissions: Member, Member+, Editor, and Owner. Within these access levels you can add specific permissions such as the ability to draft reports or basic functions.
Member
- Read-only account
- 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
- Can add members and qualifications
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.
Member and Member+ granular permissions
- 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, change an items status. Cannot move items.
- Equipment Editor: Can do anything in the equipment module
- 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