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User permissions and division access explained

What levels of access and permission you can assign to users in HandsHQ

Michelle Kimbler avatar
Written by Michelle Kimbler
Updated over 4 months ago

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

🏘 Multiple users are supported on Pro, Team, Enterprise and Training Register plans

πŸ‘·β€β™‚οΈ 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.

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