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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

.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

This

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

View file
nameOnsite Glossary.pdf
height150

Need to add permissions to some of your administrators? 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 TypeSuper User

Standard
Administrator

Can Use Onsite

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: 


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

Can View SMS Review Results:


Can Manage User Accounts:


Can Access Financial Reports: * Not Currently Used

Can Block Cardholders:

Can Create Certs:


Can Assign Certs:

Can Authorise Assigned Certs:

Can Create Realm Roles:



Can Assign Realm Roles:

Can Create Competencies:


Can Approve Site Competencies:

Can Assign Competencies:

Can End Employment:

Can Print Cards:


Can Edit Realm Settings:



Can Edit Admin Notes:


Can Download Files:

Can Upload Files:

Can Access Private Data:

Can Access Sensitive Data


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:


Can Endorse Pending Assessments: * Not Currently Used

Can Process Pending SMS Reviews: * Not Currently Used

Can Manage Classroom Training:

Can Manage Online Training:

Can Manage Assessments:


Can Manage Merge Templates:

Can Perform Id Checks: * Not Currently Used

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



Can Manage Social Security Number







Mobile App Rights
Can Use Mobile App

Can Perform Cardholder Role Audits

Can search by Cardholder Name, Company and DOB

Can Manage Emergency Events

Can Send SMS for Emergency Events

Broadcasting Rights
Can View All Broadcasts

Can Send Email Broadcasts

Can Send SMS Broadcasts

Other Rights
Can Make Online Bookings

Can Process Online User Requests


SITE ACCOUNTS

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

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


Can Manage User Accounts

Can Access Financial Reports: * Not Currently Used



Can Block Cardholders

Can Log Persons In And Out* Requires Editor Access

Can Create Logpoint Messages

Can Edit All Logpoint Messages

Can Create Certs



Can Assign Certs

Can Authorise Assigned Certs



Can Create Cert Keys


Can Assign Cert Keys

Can Create Roles



Can Assign Roles

Can Create Competencies



Can Assign Competencies

Can Create Access Keys


Can Assign Access Keys

Can Associate Contractors

Can Associate Employees

Can End Employment

Can Print Cards

Can Manage Safety Selections

Can View Breathalyser Reports

Can Edit Site Settings



Can Manage Site Alerts


Can Configure Logpoints


Can Edit Admin Notes


Can Download Files

Can Upload Files

Can Access Private Data


Can Access Sensitive Data


Can Edit Incomplete Actions * Not Currently Used



Can Process Escalated Actions * Not Currently Used



Can Action Corrective Actions * Not Currently Used



Can View Corrective Actions * Not Currently Used



Can Process Pending Data


Can Process Pending SMS Reviews * Not Currently Used



Can Endorse Pending Assessments



Can Manage Crews

Can Manage Classroom Training

Can Manage Online Training

Can Manage Assessments

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

Can Approve Assets



Can Manage Social Security Number



Mobile App Rights
Can Use Mobile App

Can Perform Cardholder Role Audits

Can search by Cardholder Name, Company and DOB


Can Mange Emergency Events

Can Send SMS For Emergency Events

Can Manage Assets

Broadcasting Rights
Can View All Broadcasts

Can Send Email Broadcasts



Can Send SMS Broadcasts



Other Rights
Can Make Online Bookings



CAn Process Online User Requests