User roles and permissions

Every member of an organisation has a role. The role determines what they can see and change. Guests are a separate category — typically external consultants invited to a workspace.

Roles at a glance

Role	Use it for
Owner	Buck-stops-here. Can delete the org. There can be more than one.
Admin	Senior managers, H&S officer. Manages members and settings.
Member	Day-to-day users. Can use Operations; can’t change Settings.
Guest	External consultants invited from outside. Limited setting access.

Operations

Action	Owner	Admin	Member	Guest
View dashboard	✅	✅	✅	✅
View any list (Hazards, Incidents, etc.)	✅	✅	✅	✅
Create / edit hazards, incidents, actions	✅	✅	✅	✅
Schedule + conduct inspections	✅	✅	✅	✅
Build / edit inspection templates	✅	✅	✅	✅
Upload documents	✅	✅	✅	✅
Verify a completed action	✅	✅	❌	❌
Delete an entity	✅	✅	⚠️ own only	⚠️ own only
Export CSV	✅	✅	✅	✅
Import CSV	✅	✅	✅	❌

Capabilities (Roles, People, Training)

Action	Owner	Admin	Member	Guest
View	✅	✅	✅	✅
Create / edit / delete roles	✅	✅	✅	❌
Create / edit / archive people	✅	✅	✅	❌
Create / edit / delete training courses	✅	✅	✅	❌
Create / edit enrollments and assignments	✅	✅	✅	❌

Members & access

Action	Owner	Admin	Member	Guest
View members list	✅	✅	❌	❌
Invite a member	✅	✅	❌	❌
Change a member’s role	✅	✅ (not to Owner)	❌	❌
Remove a member	✅	✅ (not Owner)	❌	❌
Transfer ownership	✅	❌	❌	❌
Delete the organisation	✅	❌	❌	❌
Leave this organisation	(only by transfer)	✅	✅	✅

Configuration

Action	Owner	Admin	Member	Guest
Edit org name / jurisdiction	✅	✅	❌	❌
Customise lookups	✅	✅	❌	❌
Adjust BRAG thresholds	✅	✅	❌	❌
Customise the risk matrix	✅	✅	❌	❌
Manage billing	✅	✅	❌	❌
View audit log	✅	✅	✅	✅

Limits

Role	How many per org
Owner	At least 1; no upper limit
Admin	No limit
Member	No limit
Guest	No limit

See also

• Roles and permissions (concept)
• Multi-organisation membership
• Verify a completed action