Please Note: Some of the tabs (e.g. Person Appraisals or Person Leave) might not display on your account, as the configuration of the Settings will differ between companies.
TeamTray: Add New | View | Add | Edit | Delete |
Person | 🟩 | |||
Action | 🟩 | |||
Course | 🟩 | |||
TeamTray: People | View | Add | Edit | Delete |
Person Details (their own and all other profiles) | 🟩 | 🟩 | 🟩 | |
Person Approver (their own and all other profiles) | 🟩 | 🟩 | 🟩 | |
Person Custom Fields (their own and all other profiles) | 🟩 | 🟩 | 🟩 | 🟩 |
Person Messages (their own and all other profiles) | 🟩 | 🟩 | 🟩 | |
Person Contact Details (their own and all other profiles) | 🟩 | 🟩 | 🟩 | |
Person Notes (their own and all other profiles) | 🟩 | 🟩 | 🟩 | 🟩 |
Leave Events (their own and all other profiles) | 🟩 | 🟩 | 🟩 | 🟩 |
Person Training (their own and all other profiles) | 🟩 | 🟩 | 🟩 | 🟩 |
Apprentice Status (their own and all other profiles) | 🟩 | 🟩 | 🟩 | 🟩 |
Person Checklists (their own and all other profiles) | 🟩 | 🟩 | 🟩 | |
Person Work Roles (their own and all other profiles) | 🟩 | 🟩 | 🟩 | 🟩 |
Person Procedures (their own and all other profiles) | 🟩 | 🟩 | 🟩 | 🟩 |
Person Documents (their own and all other profiles) | 🟩 | 🟩 | 🟩 | 🟩 |
Person Competencies (their own and all other profiles) | 🟩 | 🟩 | 🟩 | 🟩 |
Person Appraisals (their own and all other profiles) | 🟩 | 🟩 | 🟩 | 🟩 |
Person Actions (their own and all other profiles) | 🟩 | 🟩 | 🟩 | 🟩 |
Safety Events (their own and all other profiles) | 🟩 | |||
Person Status (their own and all other profiles) | 🟩 | 🟩 | 🟩 | |
Product Settings (their own and all other profiles) | 🟩 | 🟩 | 🟩 | 🟩 |
Account Settings (their own) | 🟩 | 🟩 | 🟩 | |
Incoming Reports | View | Add | Edit | Delete |
View Reports | 🟩 | 🟩 | 🟩 | 🟩 |
Calendar | View | Add | Edit | Delete |
Add Action | 🟩 | |||
View their own and other people's calendar | 🟩 | |||
View other Project's calendar | 🟩 | |||
Document Library | View | Add | Edit | Delete |
Add Document | 🟩 | |||
View Documents | 🟩 | |||
My Tasks | View | Add | Edit | Delete |
Actions | 🟩 | 🟩 | 🟩 | 🟩 |
Reports | 🟩 | 🟩 | 🟩 | 🟩 |
My Team: Activities | View | Add | Edit | Delete |
Global Search | 🟩 | |||
Job Cards | 🟩 | |||
Actions | 🟩 | |||
Submitted Reports | 🟩 | |||
Missing Reports | 🟩 | |||
Timesheets | 🟩 | |||
My Team: Administration | ||||
Team Groups | 🟩 | |||
Person Status | 🟩 | |||
Documents | 🟩 | |||
Procedures | 🟩 | |||
Training Status | 🟩 | |||
Team Notes | 🟩 | |||
Messages | View | Add | Edit | Delete |
Message People | 🟩 | |||
Send Batch | 🟩 | |||
Sent Message | 🟩 | |||
Received Messages | 🟩 | |||
Batch Log | 🟩 | |||
Reports | View | Add | Edit | Delete |
Apprentices | 🟩 | |||
Team Reports | 🟩 | |||
SHEQTray Reports | 🟩 | |||
Data Search | 🟩 | |||
Dashboard | 🟩 | |||
Settings | ||||
Custom Homepages | 🟩 | 🟩 | 🟩 | 🟩 |
Account Settings | 🟩 | 🟩 | 🟩 | 🟩 |
Emergency Alerts | 🟩 | 🟩 | 🟩 | 🟩 |
Manage Users | 🟩 | 🟩 | 🟩 | 🟩 |
Document Settings | 🟩 | 🟩 | 🟩 | 🟩 |
TeamTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
CRMTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
SHEQTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
AssetTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
Project Settings | 🟩 | 🟩 | 🟩 | 🟩 |
Rosters | 🟩 | 🟩 | 🟩 | 🟩 |
Workflow Admin | 🟩 | 🟩 | 🟩 | 🟩 |
Checklists | 🟩 | 🟩 | 🟩 | 🟩 |
Custom Fields | 🟩 | 🟩 | 🟩 | 🟩 |
Custom Reports | 🟩 | 🟩 | 🟩 | 🟩 |
Data | 🟩 | 🟩 | 🟩 | 🟩 |
Licensing | 🟩 | 🟩 | 🟩 | 🟩 |