Roles explained
What each of the six roles can do, and how to choose.
Every person has one role that sets what they can see and do. Pick the lowest role that lets someone do their job, and lean on supervisors for accountability rather than handing out broad access.
- Owner: full control, including organization settings and billing.
- Administrator: manage users and roles, the organization profile, training program, report settings, and sites, clients, and projects.
- Manager: manages operational setup (forms, hazard register, equipment, toolbox, documents, crew scheduling, and the COR program) and daily reports, and approves their Supervisors’ corrective actions.
- Supervisor: creates investigations and observations, delivers toolbox talks, and verifies their team’s corrective actions.
- Worker: submits forms and inspections, creates observations (the way they log a hazard), flags equipment deficiencies on a vehicle inspection, and completes corrective actions assigned to them. Cannot change any settings.
- Viewer: read-only everywhere, ideal for clients and auditors.
When a worker completes a corrective action, it routes to their supervisor to verify. The Supervisor role exists to close that loop, which is why assigning supervisors matters as much as assigning roles.
Each person only sees the menus they can use. Workers do not see admin or manage-only screens, and sites, clients, and projects are limited to owners and admins.
Tip. Give clients and external auditors the Viewer role. They get full visibility for transparency without the ability to change anything.