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How to change user permissions

User Permissions

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Written by Amanda Arena
Updated this week
  1. On the home screen, navigate to the menu on the top right side of the page and select 'Manage Users'

Viewer Access: Limited to viewing and uploading their own training records in their personal worker profile.

Editor Access: Allows subcontractors to create worker profiles, add training records, and upload documents in the document manager.

Admin Access: Full privileges to add projects, manage companies, invite new users, and approve workers and documents.

Note: When updating a role from Worker or Editor to Admin, be sure to remove any assigned projects or companies. Admins need to remain unassigned in order to have visibility across all projects. If assignments remain, their access will be limited only to those specific projects or companies.

2. Select the relevant user:

3. You can also use the 'search' option at the top center of the page to locate the user:

4. Click on the user's profile, then select the edit pencil:

5. Make any necessary changes/assignments/user access, then select 'Edit User' to save.

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