Introduction to User Roles and Modules

This guide is about PeopleTray's Primary User Role Concept and Modules access.  User Roles determine which people and groups a user can manage, and which users have access to the system settings and modules.

The four primary User Roles are:

• Readers: Can see only their own information and can update their contact details, manage and close their own Actions and Job Cards.
• Editors (of Workgroups): Can manage the people in the Workgroups they are assigned to.
• Administrators: Can manage all people.
• System Administrators: Same as Administrators, plus access to Settings for configuration. System Administrators assign users roles to other users.

Read detailed explanation of the primary user roles below.

Assigning Users to Modules

Users can also be assigned to the different modules.

Customer User Roles

Further control over user permissions is available via Custom User Roles.

Workflow Roles

Users can be assigned to workflow steps for the purpose of viewing, adding data and approving things like Safety Event Reports, Leave requests, or Travel requests. 

General

The person that registers a new PeopleTray Account, is automatically assigned the User Role of System Administrator. If you registered the Account you should assign at least one other person to the role of System Administrator. 

When you invite team members to join your Account they are automatically assigned the User Role of Reader. Readers can see and modify information about themselves and can assign Actions to other members of their team.

Each person that you add to your Account is assigned to a Workgroup. If you have a small team you may assign everyone to a single Workgroup.

Workgroup Editors (User Role) can manage the members of their Workgroup – including adding Documents, record Communications, manage Performance Appraisals etc.

Click here for more details on assigning and managing user roles.

Please Note: When your team members register in PeopleTray (by responding to your invitation), they become Readers. System Administrators can upgrade Readers to Editor and Administrator Roles.

User Role	Can Do	Cannot Do
Readers	View their Person Profile, update their emergency contact details and their image. See the members of their Workgroup, including their contact details. Edit and close actions that have been assigned to them. Action Workflow steps that have been assigned to team.	View or modify documents associated with their Person Profile, and cannot view their Performance Appraisals. Open the profiles of other members of their Workgroup, or view team information other than contact details.
Editors	View their own full profile and open the profiles of other members of Workgroups where they are assigned Editor role. Add and manage Documents, Compliances, Competencies, Contact Details, Actions and other details for members of their team. View and manage reports and checklists submitted by their team members. For example: Safety Events. Editors assigned to the Safety Module can view and manage the events associated with their workgroups. Prestart Checklists Health Checklist Inductions VOC's Add, Activate, Inactivate, and generally administer team members in their Workgroups.	Cannot access Settings
Administrators	Have the User Role of Editor for all Workgroups and can: View and add information to any person in any Workgroup. View and manage the Workflows assigned to any Team Member. Add new team members to any Workgroup. Assign User Roles up to Administrator level. Assign users to Modules. Limited ability to add/update/delete on the Settings page	Cannot access all aspects of Settings
System Administrators	Have similar rights as Administrators, but additionally have access to Settings, via the Settings button on the Menu Bar.