What are the different administrator permissions and what do they mean?

What are the different administrator permissions and what do they mean?

Administrators can be given permissions based on the actions they will need to complete. These are found under “Settings > Users > Administrator Name > menu dots > Edit user profile > Permissions.”

Permissions explanations:

  1. Unrestricted Access & System Settings: All other permissions as well as access to the Settings page to change system settings and administrator access. Tips: These two settings work in conjunction. Only top-level administrators should typically have access to Unrestricted Access & System Settings.

  1. Approve Investigation: Able to approve investigations which then sends out the notifications for corrective actions

  1. Edit Investigation: Ability to edit Investigations when they are not included on the investigation team (all people on the investigation team can edit that investigation).

  1. Assign Investigation: Able to assign an investigation team.

  1. Re-open Incident/Investigation: Re-open incidents and investigations once they have been closed.

  1. Close Incident: Close incidents.

  1. Edit submitted incident reports: Can edit submitted incidents.

  1. View Reports – global: Access to the Reports Tab and can create reports for any part of the organisation. Tip: only top-level administrators should typically have access to Global reporting.

  1. View Reports – local: Access to the Reports Tab and can only create reports for the location that the administrator is setup. Tip: secondary-level administrators should typically only have access to their location(s).

  1. Can be removed from distribution lists: This is under “Miscellaneous Settings.” When ticked the administrator can be removed from the incident distribution list.

  1. Classify Investigation: Able to re-classify the incident category or type in the “Assign Investigation” stage.

 



    • Related Articles

    • How to update an administrator's permissions

      Administrator permissions can be changed at any time by an administrator with “Unrestricted & System settings” access. To edit administrator permissions: Click on the “Settings” page. Select “Users.” Search for the admin using the filter options. ...

    • How to transfer an administrator's responsibilities

      Transferring an administrator’s responsibilities does not transfer the administrator’s permissions, only their pending investigations and actions. This action should only be done when the administrator is being removed completely, rather than for ...

    • How to add a new administrator

      Based on your permissions, you will have the ability to add additional administrators. Admins should be setup with locations, permissions, notifications and reports. If you would like to create new administrators, please refer to the following ...

    • How to update an administrator's locations

      An administrator may be responsible for one or more locations. If the locations are “sister” locations, i.e. at the same level within the organisation structure, the admin will need to be allocated to each responsible site. If the admin is ...

    • How to deactivate or reactivate an administrator

      Note: Before deactivating an administrator, you should transfer all the pending investigations and actions first, using the “Transfer responsibilities” option. To delete an administrator from the Incident package: Click on the “Settings” page. Select ...