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!
|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|
*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.
Certification Admin - Allows users to do all the management of credentials.
|Access to...||Employee||Supervisor||Safety Professional||Certification Admin|
|My Credentials Page|
|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.
|Ability to...||Inspector||Inspector Approver||Safety Pro||Form Admin|
|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.