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User Permissions
User Permissions
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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.
REALM ACCOUNTS
User Type | Super User | Standard |
Can Use Onsite | ||
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: | ||
Can Represent Employers: Own Employer / All Employers | All Employers | All 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 Type | Mobile App User | Supervisor | Super User | Full Administrator |
Site: | As Required | As Required | As Required | As Required |
Can Use Onsite | ||||
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 | ||||
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 |
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