The below access acts as a guide and the security access of a person depends on the following:
- Which Settings > Account Options are enabled/disabled
- Which Settings > Custom User Roles are mapped to the Person Profile
- Which Workflow Roles are mapped to the Person Profiles
|
TeamTray: Add New |
View | Add | Edit | Delete |
| Person | 🟩 | |||
| Action | 🟩 | |||
| 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 | 🟩 | 🟩 | 🟩 | 🟩 |
| Submit New | View | Add | Edit | Delete |
| Checklists and Events | 🟩 | |||
| 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 | 🟩 | |||
| Settings | View | Add | Edit | Delete |
| Checklists | 🟩 | 🟩 | 🟩 | 🟩 |
| Data | 🟩 | 🟩 | 🟩 | 🟩 |
| TeamTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| Document Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| Workflow Admin | 🟩 | 🟩 | 🟩 | 🟩 |
| My Tasks | View | Add | Edit | Delete |
| My Actions | 🟩 | 🟩 | ||
| My Workflows | 🟩 | |||
| 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 | View | Add | Edit | Delete |
| Document Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| TeamTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| Rosters | 🟩 | 🟩 | 🟩 | 🟩 |
| Workflow Admin | 🟩 | 🟩 | 🟩 | 🟩 |
| Checklists | 🟩 | 🟩 | 🟩 | 🟩 |
| Data | 🟩 | 🟩 | 🟩 | 🟩 |