Understanding User Permissions and Roles
You will soon be able to assign custom user permissions to control access to different features in both the mobile app and the web portal. This gives your organization greater flexibility in managing users and distributing responsibilities.
⚠️ Access to features will depend on your organization's licensing.
Legacy User Groups
To maintain consistency for existing users:
- All previous managers will be automatically moved into the Legacy Manager group with Administrator permissions.
- All previous users will be moved into the Legacy User group with access to projects and project submissions.
Permission Classes
These define what each user can manage across your organization. You can assign any combination of the following:
|
Permission Class |
Description |
|
Administrator |
Manage all organization data, settings, and users. |
|
User Manager |
Manage users, groups, licenses, and training assignments. |
|
Project Manager |
Oversee projects, project submissions, and tags. |
|
Integration Manager |
Manage system integrations for the organization. |
|
Data Manager |
Organize forms, flags, and location data. |
|
Safety Manager |
Manage safety features like Active Worksite. |
User Roles
In addition to permission classes, you can assign specific user roles for more granular access control:
- Form Reader – Can view form content only
- Form Writer – Can submit and write form data
- Location Data Reader – Can view material dump and density test data
If you need help determining which roles and permissions are best for your team, feel free to reach out to our support team via our Contact Us page.