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.
| Permission | Functionality |
| Home Page | |
| Create Homepage | Customize and edit the eCompliance homepage |
| Company Management | |
| Create Companies | Create a sub-contractor or company within the module |
| View Companies | View the list of companies |
| Manage Companies |
Edit the list of companies |
| Site Administration | |
| Create Site |
Create a new site in the site tree |
|
Modify Site |
Edit and reorder sites in the site tree |
| Account Manager |
Change logo on site, input employee hours, view audit trail log |
| User Administration | |
| Create and Manage Invitations |
Create new log-in users |
| Manage Membership | Edit and delete users |
| Manage Job Profiles |
Create and edit job profiles (linked to training and document distribution) |
| Create User with Username | Create a new log-in user with a username instead of an email address |
| Site Program | |
| Modify Program |
Assign a program to a site |
| View Program |
View the program module |
| Action Items | |
| Create Action Item | Create an action item for the site you are at |
| Change Any Action Item | Ability to edit any action item that is not completed |
| View All Action Items | View all action items within the site you have access to |
| Own Action Item | Ability to be assigned action items |
| Reports | |
| Report Manager | Description coming soon |
| Safety Intelligence | |
| Manage reports | Permission no longer in use |
| Edit Reports | Permission no longer in use |
| View Reports | Permission no longer in use |
| Safety Intelligence2 | |
| Edit Safety Intelligence (new) Reports | Ability to create your own reports and dashboards |
| Edit Safety Intelligence (new) Reports | Ability to review and download existing reports and dashboards |
| Documents | |
|
View All Documents |
View all public documents and documents uploaded at your site |
| Create And Edit Documents | Ability to add and edit documents you add |
| Delete Documents | Ability to delete documents |
| View Documents Assigned by Acknowledgment And Nothing Else | View only documents assigned to you |
| (Old) Inspections | |
| Inspection Administrator | Permission no longer in use |
| Inspector | Permission no longer in use |
| View Submitted Inspections | Permission no longer in use |
| Inspections | |
| Share Inspection Template | Ability to create, publish, and edit inspection templates |
| Conduct Inspections | Ability to conduct inspections |
| View All Inspections | Ability to view all inspections submitted at the site you have access to |
| SignOff Inspections | Ability to sign off inspections and receive email notifications when forms are submitted at the site(s) you have access to |
| Create and Modify Any Inspection Template | Ability to create a new inspection template, publish it, and edit it |
| Delete Any Inspection | Delete an inspection template |
| Schedule Inspections | Schedule inspections for specific employees or job profiles on various frequencies |
| Edit Any Inspection | Edit any inspection submitted at your site (prior to sign off) |
| SignOff Any Inspection | Ability to sign off any inspection |
|
Incidents/Hazards |
|
| Share Incident Template | Ability to create, publish, and edit incident templates |
| Conduct Incidents | Ability to conduct incidents |
| View all Incidents | Ability to view all incidents submitted at the site you have access to |
| SignOff Incidents |
Ability to sign off incidents and receive email notifications when forms are submitted at the site(s) you have access to |
| Create and Modify any Incident Template | Ability to create a new incident template, publish it and edit it |
| Delete any Incident | Delete an incident template |
| Edit Any Incident / Hazard | Edit any incident submitted at your site (prior to sign off) |
| SignOff any Incident | Ability to sign off any incident |
| Meetings | |
| Share Meeting Template | Ability to create, publish, and edit meeting templates |
| Conduct Meetings | Ability to conduct meetings |
| View all Meetings | Ability to view all meetings submitted at the site you have access to |
| SignOff Meetings | Ability to sign off meetings and receive email notifications when forms are submitted at the site(s) you have access to |
| Create and Modify any Meeting Template | Ability to create a new meeting template, publish it and edit it |
| Delete any Meeting | Delete a meeting template |
| Edit any Meeting | Edit any meeting submitted at your site (prior to sign off) |
| SignOff any Meeting | Ability to sign off any meeting |
| Hazard Assessment | |
| Delete Hazard Assessment | Delete a draft or published Hazard Assessment |
| Create or Edit Hazard Assessment | Create a new hazard assessment or edit a draft or published one at your site |
| Administrate Hazard Assessment | Ability to add to the library of controls and descriptions, change risk rating matrix |
| Edit any Hazard Assessment | Description coming soon |
| Delete any Hazard Assessment | Description coming soon |
| Contractor Administrator | |
|
Permission no longer in use |
|
| Training | |
| Training Manager | Ability to create course names, view training reports, import capabilities |
| View Training | View list of employees at your site and their training requirements/completion |
| View my Trainings | View just your own training |
| Organization | |
| Create and Edit Custom Permission Group | Ability to create and edit new permission groups |
| Recordable Injury | |
| Injury Investigator | Permission no longer in use |
| Employee Hours | |
| View Employee Hours | View employee hours inputted |
| Edit Employee Hours | Input and edit employee hours |
| Assets | |
| View Assets | View list of uploaded assets for your site |
| Edit Assets | Edit assets at your site |
| Manage Assets | Create new asset type groups, assets and attributes |
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