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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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Need to add permissions to some of your administrators? 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.
This section covers the most common permissions granted to our two main user types. Realm Users and Site Users.
NOTE: When adding permissions, or requesting them, ensure you are familiar with the impact it might have on the administrator now being able to see confidential information, (private data/sensitive data), being able to add roles, competencies or enrol someone into training for example. All of these extra permissions can have an unintended effect. If unsure, please reach out to your Avetta Account or Client Success Manager.

Here are two videos to help Administrators see the process of Managing a New User at a Site or Realm.

Managing Realm User Accounts
This covers the initial process of creating a new user at the realm level and showing relevant permissions. It details the user permissions and what each will do and how a Workforce Management account is triggered and its activation.

Managing Site User Accounts
This covers the additioanl site based permissions that correspond when a worker is given permissions at one or more sites withing a realm. It also covers the different permissions that can be enabled for site specific functions.

Managing Realm User Permissions for Client Admins

Image AddedVideo showing how to Create Realm Users and manage permissions.
Also shows how a Workforce Management Account is triggered for that new Realm/Site user.

Managing Site User Permissions for Client Admins

Image AddedVideo showing how Site Users permissions are added to a worker

Additionally there are four user 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 (Client Portal Integtation)
	Version 2 & 3
	Version 2 Only (No Client Portal Integration)

- Optional Configuration Setting

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 Type	Super User	Standard Administrator
Can Use Onsite	Image Modified	Image Modified
Realm Access Level: Data Viewer / Data Editor	Data Editor	Data Editor
Can View Foreign Data From: Own Employer / All Employers	All Employers	All Employers
Can Represent Concos in Own Portals:	Image Modified

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Can Represent Employers: Own Employer / All Employers	All Employers	All Employers
Analytics Report Role: Manager / Supervisor / User
Can View SMS Review Results:	Image Modified
Can Manage User Accounts:	Image Modified
Can Access Financial Reports: * Not Currently Used
Can Block Cardholders:	Image Modified	Image Modified
Can Create Certs:

Image Removed


Can Assign Certs:	Image Modified	Image Modified
Can Authorise Assigned Certs:
Can Create Realm Roles:

Image Removed


Can Assign Realm Roles:	Image Modified	Image Modified
Can Create Competencies:	Image Modified
Can Approve Site Competencies:
Can Assign Competencies:	Image Modified	Image Modified
Can End Employment:	Image Modified	Image Modified
Can Print Cards:	Image Modified

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Can Edit Realm Settings:

Image Removed


Can Edit Admin Notes:

Image Removed


Can Download Files:	Image Modified	Image Modified
Can Upload Files:	Image Modified	Image Modified
Can Access Private Data:	Image Added	Image Modified
Can Access Sensitive Data	Image Modified
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:	Image Modified
Can Endorse

Pending Assessments:

Pending Assessments: * Not Currently Used
Can Process

Pending SMS

Pending SMS Reviews: * Not Currently Used
Can Manage Classroom Training:	Image Modified	Image Modified
Can Manage Online Training:	Image Modified	Image Modified
Can Manage Assessments:	Image Added
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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Manage Social Security Number


Mobile App Rights
Can Use Mobile App	Image Modified	Image Modified
Can Perform Cardholder Role Audits	Image Added	Image Modified
Can search by Cardholder Name, Company and DOB	Image Modified	Image Modified
Can Manage

Assets

Emergency Events	Image Added	Image Added
Can Send SMS for Emergency Events	Image Added	Image Modified
Broadcasting Rights
Can View All Broadcasts	Image Modified	Image Modified
Can Send Email Broadcasts
Can Send SMS Broadcasts
Other Rights
Can Make Online Bookings
Can Process Online User Requests

SITE ACCOUNTS

User Type	Mobile App User	Supervisor	Super User	Full Administrator
Site:	As Required	As Required	As Required	As Required
Can Use Onsite	Image Modified	Image Modified	Image Modified	Image Modified
Data Access Level: Data Viewer / Data Editor	Data Viewer	Data Editor	Data Editor	Data Editor
Can View Foreign Data From: Own Employer / All Employers	No Employers	All Employers	All Employers	All Employers
Can Represent Employers: Own Employer / All Employers	No Employers	All Employers	All Employers	All Employers
Analytics Report Role: Manager / Supervisor / User			Image Added	Image Added
Can View SMS Review Results				Image Modified
Can Manage User Accounts			Image Added	Image Modified
Can Access Financial Reports: * Not Currently Used
Can Block Cardholders		Image Modified	Image Modified	Image Modified
Can Log Persons In And Out* Requires Editor Access	Image Modified	Image Modified	Image Modified	Image Modified
Can

Create Messages

Create Logpoint Messages	Image Modified	Image Modified
Can Edit All Logpoint Messages	Image Modified	Image Modified
Can Create Certs

Image Removed


Can Assign Certs	Image Modified	Image Modified
Can Authorise Assigned Certs
Can Create Cert Keys		Image Modified
Can Assign Cert Keys	Image Modified	Image Modified
Can

Create Competencies

Create Roles
Can Assign Roles	Image Modified	Image Modified
Can Create Competencies
Can Assign Competencies	Image Modified	Image Modified
Can Create Access Keys		Image Modified
Can Assign Access Keys	Image Modified	Image Modified
Can Associate Contractors	Image Modified	Image Modified
Can Associate Employees	Image Modified	Image Modified
Can End Employment	Image Modified	Image Modified
Can Print Cards	Image Added	Image Added
Can Manage Safety Selections	Image Modified	Image Modified
Can View

Alcolizer Results

Breathalyser Reports			Image Modified	Image Modified
Can Edit Site Settings

Image Removed


Can Manage Site Alerts			Image Modified
Can Configure Logpoints			Image Modified
Can Edit Admin Notes			Image Modified
Can Download Files	Image Modified	Image Modified	Image Modified
Can Upload Files	Image Modified	Image Modified	Image Modified
Can Access Private Data		Image Modified	Image Modified
Can Access Sensitive Data			Image Modified
Can

Edit Incomplete Actions

Edit Incomplete Actions * Not Currently Used
Can

Process Escalated Actions

Process Escalated Actions * Not Currently Used
Can

Action Corrective Actions

Action Corrective Actions * Not Currently Used
Can

View Corrective Actions

View Corrective Actions * Not Currently Used
Can Process Pending Data				Image Added
Can Process

Pending SMS Reviews

Pending SMS Reviews * Not Currently Used
Can Endorse Pending Assessments
Can Manage Crews		Image Modified	Image Modified	Image Modified
Can Manage Classroom Training			Image Modified	Image Modified
Can Manage Online Training			Image Modified	Image Modified
Can Manage Assessments			Image Added	Image Added
Can Manage Merge Templates
Can Perform Id Checks: * Not Currently Used
Can Perform Global Search: *issued by Pegasus Account Managers only
Can Login/Logout Assets		Image Added	Image Modified	Image Added
Can Approve Assets
Can Manage Social Security Number
Mobile App Rights
Can Use Mobile App	Image Modified	Image Modified	Image Modified	Image Modified
Can Perform Cardholder Role Audits	Image Modified	Image Modified	Image Modified	Image Modified
Can search by Cardholder Name, Company and DOB		Image Added	Image Modified	Image Modified
Can Mange Emergency Events		Image Added	Image Modified	Image Added
Can Send SMS For Emergency Events		Image Added	Image Added	Image Added
Can Manage Assets			Image Added	Image Added
Broadcasting Rights
Can View All Broadcasts	Image Modified	Image Modified	Image Modified	Image Modified
Can Send Email Broadcasts
Can Send SMS Broadcasts
Other Rights
Can Make Online Bookings
CAn Process Online User Requests

Versions Compared

Old Version 2

New Version Current

Key

Managing Realm User Permissions for Client Admins

Managing Site User Permissions for Client Admins