Customer Permissions and Permission Toggles

Table of Contents

1. Default Permission Groups
2. Create New Custom Permission Groups
3. Changing Permission Levels for Employees
4. Permission Toggles

*To download the (3)Permission Toggles information as a PDF document, click on the attachment link at the bottom of the page

1. Default Permission Groups

When starting eCompliance, you'll see five default available permissions you can assign to your site's employees. 

Basic Access:

This is the default permission group assigned to an employee when their employee profile is created.  Non-login employees such as terminated employees and employees without activated accounts will be automatically assigned with this permission. When a terminated account is reactivated, the employee maintains all previous training records and completed items.

An employee with the Basic Access permission can access the 'My Stuff' and Home modules.

If the employee is able to login with a basic access account, any items assigned to them can be access from their 'My Stuff' dashboard.

Employees will only be able to login and access eCompliance features after activating their account through the steps taken in a sent email invitation from their site admin. 

* NOTE 
Once an employee accepts an invitation to join eCompliance, a license is immediately consumed from the organization's account, and the employee's 'Can Login' status will change to 'Yes'. This process cannot be reversed without deleting the employee. Simply changing an employee's permission to 'Basic Access' will not free up the consumed license.

Viewer: 

• Site Program - View Program
• Documents - View All Documents

Contributor:

• Site Program - View Program
• Action Items - Create Action Item
• Inspections - Conduct Inspections
• Documents - Read Public Documents & Acknowledge Assigned Documents
• Incidents/Hazards - Conduct Incidents
• Meetings - Conduct Meetings

Manager:

• User Administration - Create and Manage Invitations, Manager Memberships
• Site Program - Modify Program, View Program
• Action Items - Create Action Item, View All Action Items
• Documents - View All Documents, Create and Edit Documents
• Inspections - Share Inspection Template, Conduct Inspections, View All Inspections, SignOff Inspections, Schedule Inspections
• Incidents/Hazards - Share Incident Template, Conduct incidents, View all incidents, SignOff Incidents
• Meetings - Share Meeting Template, Conduct Meetings, View all Meetings, SignOff Meetings
• Hazard Assessment - Delete Hazard Assessment, Create or Edit Hazard Assessment
• Training - Training Manager, View Training
• Asset - View Assets

Admin:

• All toggles are on. An admin can access all modules and features except for OSHA exports. For more inquiries, please contact your Customer Success Manager.

2. Create New Custom Permission Groups

eCompliance admins can create new permission groups by following the given procedures, below:

1. Sign in with Admin your credentials to eCompliance

2. Click on the Employees Tab

3. Click on Manage Permission Groups

4. Click on Create new group

5. You can customize permission groups by adding specific user abilities

6. Assign permissions to the newly specified users and the permission group is created. 

3. Changing Permission Levels for Employees

The following will help you add (or change) a permission level for a single existing user or new user. 

The default permission level is Basic. Please note, the other baked-in permission levels enable a user higher access and the ability to make changes (Admin is the highest). As an Admin, you can change other users' access settings. We recommend you review permissions carefully when assigning to a user or group. 

To change a permission level:

Click on the Employee Tab -> select the employee name (or create a new one if necessary). 

Assign the user to a Site (or Sites), click on the default Basic Access button, and select the desired permission. Nb. Users can have a different permission for any number of sites they may have access to in the program. 

This video shows how to assign a Basic Level user to a new subsite, and how to give them a higher level of permission (Contributor). Employees | eCompliance

Click Save to save these settings. 

Whether you would like to better understand the permissions that each default permission group offers or you are looking to create a custom permission group and want to know which permission toggles allow certain features, the table below outlines the functionality of each toggle. 

4. Permission Toggles

** You can download the permission toggles as a PDF document by clicking on the attachment found at the bottom of this page.
 

Whether you would like to better understand the permissions that each default permission group offers or you are looking to create a custom permission group and want to know which permission toggles allow certain features, the table below outlines the functionality of each toggle.