Summary
Users can have different levels of permissions to control what features they can access in HandsHQ, which are explained in this article. You can also limit user access to specific sections on accounts with multiple divisions. User permissions differ between our RAMS product and our Training Register product.
Who can use this feature
π Multiple users are supported on Pro, Team, Enterprise and Training Register plans
π·ββοΈ Only account owners/admins and division admins can manage user settings
In most cases, users can be added under Settings > Users in the primary division. We have a detailed article on adding users here.
What is covered in this article:
User permissions explained: RAMS and Training Register
HandsHQ user permissions depend on what product(s) you use.
RAMS: project and content permissions + basic personnel access options
Training Register: advanced course, role and personnel access options
Universal permissions: administrators have access to all divisions, features and users on your account
Please refer to the specific sections below for detailed definitions of what each permission level includes.
Project user permissions (RAMS)
Our RAMS plans include Basic, Advanced, Pro and Enterprise plans. Some customers also use Training Register alongside our RAMS platform, whose user permissions are explained below.
If you cannot see some of the options listed below, the related features are not enabled on your account.
Project Editor
Project editors can view, create and edit all projects in HandsHQ in the division(s) they have access.
This is the minimum default permission set for all users on a HandsHQ RAMS account.
Project editors can:
Create and duplicate projects
Edit existing projects
Delete and archive projects
Add personnel to a project
Use project-related features, e.g. COSHH, signatures, submit for approval
Project Approver
Project approvers can be selected to approve projects in their division(s). If you're using the approval feature, you need to select which users should be the approvers on your account.
Project approvers can:
Be notified via email that a project has been submitted for their approval
Approve, approve with conditions or reject projects
Comment on projects
If your name appears in the list when clicking 'Submit for approval', you are an approver.
Content Editor
Content editors can access and manage the Content/ Risk Register tab (the name will depend on what feature you have in your plan). We recommend restricting this feature to users who are trained and competent in managing your risks and have been briefed on how to use this feature.
Content editors can:
Access and edit information in the Content or Risk Register tab
Permanently change and delete the information in your:
Risk assessments
Sequence of operations
Method statement sections
Change document order
Add new content categories
If using Risk Register: download risks, conduct risk reviews and add comments
For multi-division accounts: depending on if your content is shared across divisions, changes might affect specific divisions or your entire account.
You are a content editor if you can see a 'Content' or 'Risk Register' tab in your account.
Personnel permissions on RAMS-only accounts
Suppose you only use our RAMS product without the Training Register. In that case, you still have some basic functionality for managing personnel, which can be added to your projects and sign RAMS digitally.
Please note that personnel access does not allow for managing user logins. Only administrators can manage user logins.
Users with any personnel or role permission will see and access the "Personnel" tab in the top menu.
Roles editor: can manage roles across the entire account.
Personnel editor: can edit individual personnel information + view-only access to roles.
Personnel viewer: can view personnel profiles in the account without amending them.
Note: any user can add personnel to a RAMS project (e.g. for adding digital signatures) regardless of their personnel-level permission
Training register user permissions
Whether you use Training Register as a standalone or alongside our RAMS product, the Training Register user permissions allow different levels of viewing and editing personnel data, training requirements, and course/role information.
Users with access to the Training Register will see a "Training" tab in the top menu.
NEW: Roles & courses editor (account-wide)
Our new 'Roles & courses editor' permission is a level of access mainly intended for people who control training requirements across the organisation. Roles & courses editors have full access to the course and roles tabs.
Roles & courses editors can manage:
Course register tab: edit default course information and training requirements
Roles tab: edit role names and set mandatory courses for roles a
Note for multi-division accounts: Roles and Course settings affect the entire account. Granting 'Roles & courses editor' access means the user can affect the course and role information for all divisions, even ones they don't have direct access to.
Personnel editor
Personnel editors can access and edit personnel profiles and their records in the division(s) they have access. They can view, edit and upload training records, but they cannot change default role and course settings.
Personnel editors can:
Access and edit personnel information
This includes restricted data fields
Upload, record and book training for individual personnel
Download training records and training matrix
View-only access for roles and course information
(On RAMS accounts: create and download project-specific training reports)
Personnel viewer
Personnel viewers have the lowest level of access, which is helpful for people who want oversight over training or want to be able to view records on site, without the need to upload or download anything.
Personnel viewers have:
View-only access to personnel, course and role information
Restricted data fields are hidden
View-only access to training records
Ability to download records and reports
No ability to download the full training matrix
No ability to book or upload training
Universal permissions
Account Owner/Administrator
Account administrators and the owner have the highest level of to the account. They can make permanent changes across the system. This permission should only be granted to users who are competent and confident using HandsHQ and all features included in your plan.
Owners/admins have access to:
All features and permission levels (incl approvals, content, roles/courses)
All divisions (if multiple divisions exist)
Project, personnel and account settings
Billing information
User management, including creating other Admins
Account owners and administrators have the same level of access. The only difference is that account admins cannot remove the account owner.
Division Administrator
Division administrators are similar to account admins, but they are restricted to the specific division(s). On multi-division accounts, this means they have access to all the features and users, although limited to their division.
This is useful, for instance, if your account is split by departments, and you want the head of each department to have administrator access within the division they manage.
Division admins can manage the following:
Users in specific divisions (one division at a time only)
Division-specific settings (e.g. logo and project/personnel settings)
All features and permissions enabled in their division
Note: some features that can be managed by division admins might also affect other divisions. For example, if your content library is shared across divisions, division admins can edit this permanently, which might affect the entire account (depending on your setup).
Unsure of how to set up your users?
Please contact your Customer Success Manager or Support in the chat below, and we'll discuss your options.
Permissions in single vs multi-division accounts
Although the definitions of user permissions stay the same regardless of your account setup, your view will differ slightly whether you have one division or more in HandsHQ.
Adding users in a single-division account
When adding users, you will see a side panel allowing you to set the permission level for the user. What levels you see depends on the features on your account.
Multi-division access and permissions
You need to navigate to the Primary division first to access Settings > Users in a multi-division account.
If your account has multiple divisions, you can grant users division-specific permissions using the access grid:
Select whether they're an Account administrator or a User
For users:
Select the division(s) in the Access column first
Then tick the level of permission for each division
For example, you can give someone Personnel editor access in one division but not in another.
Note: Giving users access to a division does not always automatically assign permissions. You need to select these for each division separately.