User Account Permissions


Getting Started




Onsite Track Easy, its related 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.

Site User Permission (Definitions).pdf

Realm User Permission (Definitions).pdf

User Guide - Creating Realm User Accounts.pdf

User Guide - Modifying User Access Rights and Inactivating.pdf

Creating User Accounts

The below tables shows standard permissions for various user accounts.

Colour HighlightNotes

Version 3 Only

Version 2 & 3

Version 2 Only

 - 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 UserAdministrator
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 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:

Can Process Pending SMS Reviews:

Can Manage Classroom Training:

Can Manage Online Training:

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

Mobile App Rights
Can Use Mobile App

Can Perform Cardholder Role Audits

Can search by Cardholder Name, Company and DOB

Can Manage Assets

Broadcasting Rights
Can View All Broadcasts

Can Send Email Broadcasts

Can Send SMS Broadcasts

SITE ACCOUNTS

User TypeMobile App UserSupervisorSuper UserAdministrator
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 Messages

Can Edit All Messages

Can Create Certs


Can Assign Certs

Can Authorise Assigned Certs



Can Create Cert Keys


Can Assign Cert Keys

Can Create Competencies

Can Assign Competencies

Can Create Access Keys


Can Assign Access Keys

Can Associate Contractors

Can Associate Employees

Can End Employment

Can Manage Safety Selections

Can View Alcolizer Results

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 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

Can Manage Classroom Training

Can Manage Online Training

Can Manage Merge Templates



Can Perform Id Checks: * Not Currently Used



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


Mobile App Rights
Can Use Mobile App

Can Perform Cardholder Role Audits

Can search by Cardholder Name, Company and DOB


Broadcasting Rights
Can View All Broadcasts

Can Send Email Broadcasts



Can Send SMS Broadcasts