User Account Permissions

Getting Started

Other Pages Under 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 Highlight	Notes
	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 Type	Super User	Administrator
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 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 Type	Mobile App User	Supervisor	Super User	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 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

Client Admin

User Account Permissions

Analytics

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