SafetyIQ User Permissions & Roles

User roles description

There are 4 key roles in the SafetyIQ system, which have permissions assigned to them:

Admin	Enables oversight of the SafetyIQ platform, including settings for setup, various configurations, viewing company-wide insights, and the ability to manage all user’s access and activities. Typically, this role is for people who would manage the SafetyIQ platform.
Manager	Can manage the access and activities of users assigned to the Manager, Member and Personnel roles, and view company-wide insights. Typically, this role is for people and process managers.
Member	Enables a user to manage their own activities in the SafetyIQ platform. Typically, this role is for people who need to perform activities such as completing forms or tasks or creating journeys.
Personnel	People assigned to this role will not have access to log into the SafetyIQ platform, yet information can be stored against them within the platform. Typically, this role would be for external contractors or people who do not hold a licensed seat in the platform.

How to fill in the bulk upload template

Refer to the table below to assign a role to a user in the bulk upload template. For a successful upload, ensure all required user's details are provided in the CSV as outlined below:

	Admin, Manager and Member	Personnel
Email	Required	Optional
First name	Required	Required
Middle name	Optional	Optional
Last name	Required	Required
Role	Required	Required
Employee number	Optional	Optional

User status description

Once a user has been added to the SafetyIQ platform, they will have one of the statuses below on the Users page in the Settings:

Uploaded	A user has been bulk uploaded into the platform but not yet sent an invite to join. Until invitations are sent, uploaded users remain inactive and unable to utilize the platform.
Invited	A user has been sent an invitation to join the platform but has not yet accepted and completed the registration process to create their profile.
Registered	A user has created their profile in the platform and has completed the registration process successfully. Their account is active, and they have access to the platform.
Revoked	A user no longer has login access to the platform. This status is the result of the user initiating the deletion of their account or their account access being removed.

Refer to this link for permissions, per SafetyIQ user role, per area of the platform if further information is required to choose an appropriate user role: https://help.safetyiq.com/app-user-permission-and-roles

User role permissions

The following table provides permissions, per SafetyIQ user role, per area of the platform.

	Admin	Manager	Member
Settings
Can set up company details	x
Purchasing authority	x
Can configure platform settings	x
Users
Can bulk upload users	x
Can view users	x	x
Can invite users that are their role and below	x	x
Can edit details for users that are their role and below	x	x
Can delete users that are their role and below	x	x
Can grant/revoke access for users that are their role and below	x	x
Dashboard
Can view My Activities	x	x	x
Can view Company Activities	x	x
Insights
Can view My Insights	x	x	x
Can view Company Insights	x	x
Toolbox - Tools
Can view forms per module	x	x	x
Can fill in a form that has been assigned	x	x	x
Can view responses to forms the logged in user completed or were assigned to	x	x	x
Can edit responses to forms the logged in user completed or were assigned to	x	x	x
Can delete responses to forms the logged in user completed or were assigned to	x	x	x
Can export PDF of responses to forms the logged in user completed or were assigned to	x	x	x
Can view draft and archived forms	x	x
Can edit a form	x	x
Can delete a form	x	x
Can duplicate a form	x	x
Can archive a form	x	x
Can assign a form	x	x
Can view responses to all forms	x	x
Can edit responses to all forms	x	x
Can delete responses to all forms	x	x
Can export CSV of responses to all forms	x	x
Can export PDF of responses to all forms	x	x
Toolbox - Build
Can build a custom form	x	x
Can convert a form to a template	x	x
Can view templates	x	x
Can view draft and archived template	x	x
Can preview templates	x	x
Can edit a template	x	x
Can delete a template	x	x
Can duplicate a template	x	x
Can archive a template	x	x
Toolbox - Objects
Can add Grouping Objects	x	x
Can view Grouping Objects	x	x
Can edit Grouping Objects	x	x
Can delete Grouping Objects	x	x
Can change the status of Grouping Objects	x	x
Can link and unlink core objects to Grouping Objects	x	x
Toolbox - Protect Me
Can create a Protect Me for myself	x	x	x
Can view my Protect Me	x	x	x
Can extend my Protect Me	x	x	x
Can delete my Protect Me	x	x	x
Can view my overdue Protect Me	x	x	x
Can view my escalated Protect Me	x	x	x
Can check-in my Protect Me	x	x	x
Can view other's Protect Me	x	x
Can extend other's Protect Me	x	x
Can delete other's Protect Me	x	x
Can view other's overdue Protect Me	x	x
Can view other's escalated Protect Me	x	x
Can resolve Protect Me	x	x
Can check-in Protect Me on the behalf of the Protect Me creator	x	x
Can claim Protect Me	x	x
Toolbox – Journey Management
Can create my Journeys	x	x	x
Can view my Journeys	x	x	x
Can edit my Journeys	x	x	x
Can delete my Journeys	x	x	x
Can add favorite Journeys	x	x	x
Can view favorite Journeys	x	x	x
Can delete favorite Journeys	x	x	x
Can view other's Journeys	x	x