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.
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.
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.
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|
Have the User Role of Editor for all Workgroups and can:
Have similar rights as Administrators, but additionally have access to Settings, via the Settings button on the Menu Bar.