Access & Permissions
Once you have added members into your account, you have the option to grant members a permission level. This will send them an email invite to access the account. There are 4 access permissions: Member, Member+, Editor, and Owner. Within these access levels you can add specific permissions such as the ability to draft reports or other basic functions.

Member

  • Read-only account
  • Good for normal members as they may edit their own basic details
  • Members can not see private data (marked with a
    padlock icon)

Member+

  • Good for team officers or for members to whom you want to give selective editor permissions
  • Member+ can edit their own basic details
  • Member+ can see private data
  • Member+ may also be enabled to edit: Activities, Equipment, Documents, and Health & Safety reports depending on the options selected

Editor

  • Good for administrators and team leaders
  • Can view, add, delete and edit all data
  • Can add members and qualifications

Owner

  • Can view, add, delete and edit all data
  • The Owner is the only person who can configure the main Account Settings

No Access

  • Team members set to 'No Access' will not be able to sign in
You cannot grant an access level higher than your own to another member. You are also unable to change your own access level.

Member and Member+ granular permissions

  • Draft Incidents: Ability to create draft Incidents and enter all data, however, cannot "approve". A member with Editor or Owner permissions will need to approve the activity
  • Draft Exercises: Ability to create draft Exercises and enter all data, however, cannot "approve". A member with Editor or Owner permissions will need to approve the activity
  • Draft Events: Ability to create draft Events and enter all data, however, cannot "approve". A member with Editor or Owner permissions will need to approve the activity
  • Equipment Basic: Can complete tasks like inspections & repairs, change an items status. Cannot move items.
  • Equipment Editor: Can do anything in the equipment module
  • Send SMS: Can access communications integration if used in your account and send SMS messages to team members
  • Documents: Allows members to add files to the account. (Photo of a certificate, scanned paperwork to an activity, Etc.)
  • Health and Safety Reports: Ability to create Health & Safety reports, however, cannot "approve". A member with Editor or Owner permissions will need to approve the report