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 Image Placeholder 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
  • 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