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This is a Glossary of Terms throughout Onsite Track Easy, and in its portals, that will help users understand our system's terminology.

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The Client Portal, Onsite Track Easy, its related Supplier Portals and the Mobile App can all share the same login.

In order to manage the number of users at your Site or Realm, the Onsite Track Easy system allows for permissions and restrictions on what a user account can do.

Additionally there are four guides that explain more about the individual permissions, access levels and definitions of terms.

User Guide - Modifying User Access Rights and Inactivating.pdf

User Guide - Creating Realm User Accounts.pdf

Realm User Permission (Definitions).pdf

Site User Permission (Definitions).pdf


Creating User Accounts

The below tables shows standard permissions for various user accounts.


Version 3 Only

Version 2 & 3

Version 2 Only

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NOTE: * Optional configuration for the ability "Can Log Persons In and Out" requires that the site/realm has that feature enabled in the database. Enabling this will allow ANY mobile app user with "Can Log Persons In and Out", to modify workers login. Only enable if specifically required.

REALM ACCOUNTS

User TypeSuper UserAdministrator
Can Use Onsite

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Realm Access Level:  Data Viewer / Data EditorData EditorData Editor
Can View Foreign Data From:  Own Employer / All EmployersAll EmployersAll Employers
Can Represent Concos in Own Portals: 

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Can Represent Employers:  Own Employer / All EmployersAll EmployersAll Employers
Analytics Report Role: Manager / Supervisor / User

Can View SMS Review Results:

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Can Manage User Accounts:

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Can Access Financial Reports: * Not Currently Used

Can Block Cardholders:

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Can Create Certs:

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Can Assign Certs:

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Can Authorise Assigned Certs:

Can Create Realm Roles:

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Can Assign Realm Roles:

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Can Create Competencies:

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Can Approve Site Competencies:

Can Assign Competencies:

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Can End Employment:

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Can Print Cards:

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Can Edit Realm Settings:

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Can Edit Admin Notes:

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Can Download Files:

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Can Upload Files:

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Can Access Private Data:

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Can Edit Incomplete Actions:

Can Process Escalated Actions:

Can Create Corrective Actions:

Can Process Corrective Actions:

Can Action Corrective Actions:

Can View Corrective Actions:

Can Process Pending Data:

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Can Endorse Pending Assessments:

Can Process Pending SMS Reviews:

Can Manage Classroom Training:

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Can Manage Online Training:

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Can Manage Merge Templates:

Can Perform Id Checks: * Not Currently Used

Can Perform Global Search: *issued by Pegasus account managers only

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Can Login / Logout Assets

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Can Approve Assets

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Mobile App Rights
Can Use Mobile App

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Can Perform Cardholder Role Audits

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Can search by Cardholder Name, Company and DOB

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Can Manage Assets

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Broadcasting Rights
Can View All Broadcasts

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Can Send Email Broadcasts

Can Send SMS Broadcasts


SITE ACCOUNTS

User TypeMobile App UserSupervisorSuper UserAdministrator
Site:As RequiredAs RequiredAs RequiredAs Required
Can Use Onsite

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Data Access Level:  Data Viewer / Data EditorData ViewerData EditorData EditorData Editor
Can View Foreign Data From:  Own Employer / All EmployersNo EmployersAll EmployersAll EmployersAll Employers
Can Represent Employers:  Own Employer / All EmployersNo EmployersAll EmployersAll EmployersAll Employers
Analytics Report Role: Manager / Supervisor / User



Can View SMS Review Results


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Can Manage User Accounts


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Can Access Financial Reports: * Not Currently Used



Can Block Cardholders

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Can Log Persons In And Out* Requires Editor Access

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Can Create Messages

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Can Edit All Messages

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Can Create Certs


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Can Assign Certs

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Can Authorise Assigned Certs



Can Create Cert Keys


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Can Assign Cert Keys

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Can Create Competencies

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Can Assign Competencies

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Can Create Access Keys


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Can Assign Access Keys

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Can Associate Contractors

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Can Associate Employees

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Can End Employment

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Can Manage Safety Selections

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Can View Alcolizer Results

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Can Edit Site Settings


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Can Manage Site Alerts


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Can Configure Logpoints


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Can Edit Admin Notes


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Can Download Files

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Can Upload Files

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Can Access Private Data

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Can Edit Incomplete Actions



Can Process Escalated Actions



Can Action Corrective Actions



Can View Corrective Actions



Can Process Pending Data



Can Process Pending SMS Reviews



Can Endorse Pending Assessments



Can Manage Crews

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Can Manage Classroom Training

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Can Manage Online Training

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Can Manage Merge Templates



Can Perform Id Checks: * Not Currently Used



Can Perform Global Search: *issued by Pegasus Account Managers only


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Mobile App Rights
Can Use Mobile App

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Can Perform Cardholder Role Audits

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Can search by Cardholder Name, Company and DOB


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Broadcasting Rights
Can View All Broadcasts

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Can Send Email Broadcasts



Can Send SMS Broadcasts