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Incident365™ Role Type Overview
Incident365™ Role Type Overview
Beth avatar
Written by Beth
Updated over a month ago

The Incident365™ system has three default Role Types. These are:

  • Viewer

  • QSHE Administrator

  • Super Administrator - All Permissions

Each of the role types have a set of permissions. These permissions determine what you can and cannot do in the Incident365™ system.

Below is a chart to highlight the permissions for each role.

Actions

  • Add Action - Permission to add actions to incident records.

  • Edit Action - Permission to edit existing incident record actions.

  • Delete/Archive Action - Permission to archive existing incident record actions.

Incidents

  • View Incident - Permission to view existing incident records.

  • Create/Edit Incident - Permission to create and edit incident records.

  • Delete/Archive Incident - Permission to archive existing incident records.

  • Incident Confirmation - Permission to access the 'Please confirm the following details' area and add work related answers at the bottom of the first form of incident/accident records.

  • Edit Completed Records - Permission to modify completed/submitted records.

  • Report Fatalities - Permission to select the fatalities option in the Type Of Incident drop down on the first form of an incident/accident record.

  • Report RIDDORs - Permission to report RIDDOR accident/incidents. (If this option is off, users will see a pop-up to inform them that someone else with permission to do so will need to report it).

Information Security.

  • InfoSec Team Member - If your system has this switched on, this permission will display the additional Information Security incident data widgets in an incident record. This option will also allow users to use the Information Security widgets on the dashboard.

  • Can be Action Owner - Permission to allow user to be the owner of an action.

Access

  • Full Form Access - Permission to allow a user to add data to all record tabs (if this is off, the user will only have first form/tab access).

  • RIDDOR Access - This permission allows a user to see the RIDDOR tab on an incident/accident record. (If off, the RIDDOR tab will be hidden).

Attachments

  • Add Attachment - Permission to attach documents etc to an incident record.

  • Edit Attachment - Permission to modify existing files attached to an incident record.

  • Delete/Archive Attachment - Permission to remove existing files attached to an incident record.

Management

  • Location/User Management - Permission to add new locations to company structure and to add new team members to the system.

  • User Roles Edit/Add - Permission to add custom roles and modify permissions in existing custom roles.

  • Company Settings Access - Permission to access company settings area.

  • Location Figures - Permission to add location headcount and hour figures.

  • Location Figures Admin - Permission to override location figures added to locations. Also can set widget chart target figures and stats.

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