Understanding user Roles and Permissions

User roles are configurable permissions and groupings that determine what functionality, security permissions and notifications each individual user has access to.

Understanding User Roles

User roles are configurable permissions and groupings that determine what functionality, security permissions, and notifications each individual user has access to. User roles will help you to organize your system, provide security and ensure that the right people have access to the relevant functionality.

The Importance of Roles

It’s crucial to configure the roles of your users and set expectations for all employees. Efficient use of user roles will make every user's experience more efficient as they navigate through Sospes!

SMS Roles

Ability to...	Employee	Supervisor	Safety Professional	HR	Management
Report incidents, close calls & observations
Access the Supervisor Portal
Be assigned and complete tasks
Use my reports page
Analytics page

*All users must have the employee role. This role cannot be edited or removed. As a result, all users can submit incidents, observations, and close calls.

**Supervisor role gives access to the supervisor portal but they will only be able to see reports submitted by themselves or submitted by users who they supervise.

Admin - provides access to the admin menu.

Asset Manager - gives access to assets and asset category management screen in the admin menu but no other admin functions.

Employee - all users need this tag. This role is not editable and cannot be removed. All users can submit incidents, observations, and close calls.

HR - adds users to various email strings.

Incident editor - gives the ability to edit reports in the Supervisor Portal but does not give you access to reports like the Safety Professional or Supervisor roles. This should be used in combination with either of those two.

Management - gives access to the analytics tab on go.sospes.com and everything within it.

Safety Professional - gives access to supervisor portal, all reports in the company, the analytics tab, ability to CREATE inspection form templates, and complete forms.

Supervisor - gives access to Supervisor Portal and all reports submitted by users below them in the organizational hierarchy. Also gives the ability to report injuries “on behalf of” other employees.

**Supervisor role gives access to the supervisor portal but they will only be able to see reports submitted by themselves or submitted by users who they supervise.

SDS Admin - will have access to the SDS administration page and SDS management page.

Credential Module Roles:
Certification Admin - Allows users to do all the management of credentials.

Access to...	Employee	Supervisor	Safety Professional	Certification Admin
My Credentials Page
Credentials Overview
Credentials Manager Page

Forms Module Roles:

Form Admin - gives the ability to edit/create forms

Inspector - gives the ability to complete inspection forms and print completed inspections.

Inspection Approver – Any user with this role will receive a notification whenever a form that requires approval is submitted and will require them to go in and either approve or reject the form in order for it to be marked as “Completed”.

Ability to...	Inspector	Inspector Approver	Safety Pro	Form Admin
Submit Forms
Access Completed Forms
View all Saved Forms
Access Inspection Approver Page
Create/Edit Form Templates

New Way to Organize Roles

Roles by Business Unit – Only effects Safety Pro, HR, and Management

Sospes allows admins to associate user roles with business units in order to create a more configured and tailored experience.

You will notice under the Admin>Users page that roles are managed differently. Each role determines what a user has the ability to do and see within the Sospes system. It is common for certain users to have a combination of roles in order to give them access to the proper areas of the system.

If you have configured your business units and facilities, you'll be able to then configure roles and associate them with the business units that you have created. Specifically, the Safety Professional, HR, and Management roles can be associated with any business unit in your organization.

For full explanation on how Business Units and Roles work, click here.