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Roles and permissions: what can each role do?

Each user has a user type (Administrator or User) and a job role (Employee, Team leader, Managing director or Safety representative). Under Company > Roles and permissions you decide which areas each job role can edit.

  • Applies to: Administrator

In the portal: Company > Roles and permissions

How to do it

  1. Go to Company > Roles and permissions.

    Roles and permissions under Company. (open the image in full size)

  2. Tick where a job role is to be able to create, edit and delete. Without a tick, the role can only read.

    A checkbox for what a job role can change. (open the image in full size)

  3. Select “Save permissions”. The change applies immediately.

    The “Save permissions” button. (open the image in full size)

You change a person’s job role under Company > Users, in the drop-down in the row. You cannot change your own role.

The default for each job role

  • Employee: no edit rights.
  • Team leader: projects, deviation handling, risk analyses and SJA, safety inspections and audit, competence and equipment.
  • Managing director: all areas.
  • Safety representative: deviation handling, risk analyses and SJA, safety inspections and audit, chemical register and the working environment committee (AMU).

Administrators can always do everything. The areas in the table depend on the plan the company has.

What you cannot change

Absence, sick leave, timesheets and employee records can only be handled by administrators, because they are personal data. The same applies to hidden folders in the document archive.

Two-factor

Users with the job role Team leader, Managing director or Safety representative must use two-factor. So must an employee you have given edit rights.

Common problems

  • An area is missing from the table. Areas from modules the company does not have are not shown.