Access & Permissions
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 other 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
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
Last modified 1mo ago