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
Add New | View | Add | Edit | Delete |
Person | 🟩 | |||
Action | 🟩 | |||
Safety Events | View | Add | Edit | Delete |
Safety Events | 🟩 | 🟩 | ||
Event Details Tab | 🟩 | 🟩 | 🟩 | 🟩 |
Risk Assessment Tab | 🟩 | 🟩 | 🟩 | 🟩 |
Checklist Tab | 🟩 | |||
Actions Tab | 🟩 | 🟩 | 🟩 | 🟩 |
Root Cause Tab | 🟩 | 🟩 | 🟩 | 🟩 |
Injury Tab | 🟩 | 🟩 | 🟩 | 🟩 |
Risk Register Tab | 🟩 | 🟩 | 🟩 | 🟩 |
Investigation Tab | 🟩 | 🟩 | 🟩 | |
Participant Tab | 🟩 | 🟩 | 🟩 | 🟩 |
Documents Tab | 🟩 | 🟩 | 🟩 | 🟩 |
Comments Tab | 🟩 | 🟩 | 🟩 | 🟩 |
Injuries | View | Add | Edit | Delete |
Injuries | 🟩 | 🟩 | 🟩 | 🟩 |
Person Details Tab | 🟩 | 🟩 | 🟩 | |
Injury Details Tab | 🟩 | 🟩 | 🟩 | |
Timings Tab | 🟩 | 🟩 | 🟩 | |
Actions | View | Add | Edit | Delete |
Actions | 🟩 | 🟩 | 🟩 | 🟩 |
Risk Register | View | Add | Edit | Delete |
Risk Register | 🟩 | 🟩 | 🟩 | |
Details Tab | 🟩 | 🟩 | 🟩 | |
Impacts Tab | 🟩 | 🟩 | 🟩 | 🟩 |
Assess Tab | 🟩 | 🟩 | 🟩 | 🟩 |
Controls Tab | 🟩 | 🟩 | 🟩 | 🟩 |
Events Tab | 🟩 | |||
Actions Tab | 🟩 | 🟩 | 🟩 | 🟩 |
Documents Tab | 🟩 | 🟩 | 🟩 | 🟩 |
Checklists Tab | 🟩 | |||
Timeline Tab | 🟩 | 🟩 | ||
Controls | 🟩 | 🟩 | 🟩 | 🟩 |
Submit New | View | Add | Edit | Delete |
Checklists and Events | 🟩 | |||
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 | 🟩 | |||
Settings | View | Add | Edit | Delete |
Document Settings | 🟩 | 🟩 | 🟩 | 🟩 |
TeamTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
Rosters | 🟩 | 🟩 | 🟩 | 🟩 |
Workflow Admin | 🟩 | 🟩 | 🟩 | 🟩 |
Checklists | 🟩 | 🟩 | 🟩 | 🟩 |
Data | 🟩 | 🟩 | 🟩 | 🟩 |
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 | 🟩 | |||
People | View | Add | Edit | Delete |
People | 🟩 | 🟩 | ||
Dashboard | ||||
Custom Dashboard | 🟩 | |||
Reports | View | Add | Edit | Delete |
Apprentices | 🟩 | |||
Team Reports | 🟩 | |||
SHEQTray Reports | 🟩 | |||
Data Search | 🟩 | |||
Dashboard | 🟩 |