Introduction to User Roles

PeopleTray user roles define the level of access a user has to the system’s settings, modules, and data. There are four primary user roles, each with varying levels of access:

1. Readers: This is the default user role assigned when a new user is created in PeopleTray, following their receipt of an Invite to Register email. Readers can only view their personal information, update their contact details, and manage or close their own Actions and Job Cards.

2. Workgroup Editors: In addition to the Reader role privileges, Workgroup Editors can manage team members within their assigned Workgroups. They also have visibility into their team members' actions and submitted reports.

3. Administrators: Administrators have control over all users, regardless of the Workgroup they belong to, and can access a limited set of folders within the Settings menu.

4. System Administrators: System Administrators have full control over all users, irrespective of their Workgroup. They also have access to all workflow processes and the complete Settings menu for configuration. Additionally, System Administrators can assign and modify user roles, adjusting access levels as needed.

Important Note: The individual who registers a new Company account in PeopleTray is automatically assigned the role of System Administrator. If you created the account, it is recommended that you assign at least one other person and the PeopleTray Support team as a System Administrator.

Additional Module Access
By default, users have access to the TeamTray module. Their access level within TeamTray depends on their assigned user role. System Administrators can also grant users access to additional modules within PeopleTray, including:

• SHEQTray
• CRMTray
• AssetTray
• TalentTray
• WorkTray
• Projects
• GeoTray
• SampleTray
• Production

Custom User Roles
Custom User Roles (CURs) offer more refined control over user permissions. A CUR can be created with specific permissions that go beyond the capabilities of the four primary user roles. These roles can be assigned to users to grant them additional access.

Workflow Roles
Workflow Roles enable users to participate in specific stages of a workflow process. These roles are designed for tasks such as viewing, adding data, or approving items like Safety Event Reports, Leave Requests, or Travel Requests.

Site & Camp Permissions
When a new Site Port is set up in TeamTray, it must first be assigned to an Administrator or System Administrator. Only then can they book users on flights or accommodation for that site.

User Role	Can Do	Cannot Do
Reader	View their own Profile, update their own emergency contact details, photo and password. View a list of any outstanding procedures, compliances, or competencies that are required by them. View the calendar containing details of their own roster, travel bookings, course bookings or assigned actions that are due. Edit and close actions that have been assigned to them. Submit checklists that they have been provided access to submit, such as pre-starts or safety events. View and edit details of any job cards that have been assigned to them.	View or modify documents associated with their profile, and cannot view their Performance Appraisals. View profiles of other members of their Workgroup.
Workgroup Editor	Everything that a Reader has access to. View their own full profile and the profiles of other members of the Workgroups that they are assigned to. Add and manage Documents, Compliances, Competencies, Contact Details, Actions and other details for members of their Workgroup. View and manage reports and checklists submitted by their Workgroup team members as long as they also have access to the required module that the checklist appears in (e.g. Safety Events appear in SHEQTray). Add, Activate, Inactivate, and generally administer team members in their Workgroups.	Access the Settings menu.
Administrator	View and add information to any person in any Workgroup. View and manage the workflows assigned to any team member. View and manage reports and checklists submitted by any team member. Add new team members to any Workgroup. Assign User Roles up to Administrator level. Send SMS messages (if applicable for Client), and view all sent and received messages. Access to the Reports and Dashboards menus. Limited access to the Settings menu.	Access to the Search menu (Global, Data and Person search). Access all aspects of the Settings menu.
System Administrator	Everything that an Administrator has access to. Assign user roles, module access, custom user roles and site permissions.  Access to the Search menu (Globa, Data and Person Search). Access to the full Settings menu.