Understanding EHS User Roles and Permissions

Role

Description

Public

Unlicensed users such as visitors, contractors, or frontline workers. They can report Safety Events via QR code.

Technician

Licensed users who can report Safety Events and complete assigned Work Orders linked to CAPAs.

Admin

Licensed users with full access to manage Safety Events, CAPAs, QR setup, and reporting.

Action

Public

Technician

Admin

Scan QR to Submit Safety Event

✅

✅

✅

Generate/Manage QR Access Points

❌

❌

✅

Action

Public (via QR)

Technician (Own Only)

Admin

Create Safety Event

✅

✅

✅

Use AI Assist

✅

✅

✅

Attach Media

✅

✅

✅

Tag Teammates

❌

❌

✅

View All Safety Events

❌

❌

✅

View Own Safety Event

❌

✅

✅

Edit Safety Event

❌

✅

✅

Export Safety Events

❌

❌

✅

Mark as Reviewed / Close Event

❌

❌

✅

Create CAPA from Safety Event

❌

❌

✅

Archive Safety Events

❌

✅

✅

Tag users in comments

❌

✅

✅

Action

Public

Technician (If Assigned)

Admin

View CAPA Tracker

❌

✅

✅

View CAPA Detail Page

❌

✅

✅

Create CAPA

❌

❌

✅

Use AI Assist

❌

❌

✅

Edit CAPA

❌

❌

✅

Mark CAPA Complete

❌

❌

✅

Change CAPA Status

❌

❌

✅

Export CAPAs

❌

❌

✅

Archive CAPAs

❌

❌

✅

View Audit Trail

❌

✅

✅

Tag users in comments

❌

✅

✅

Area

Public

Technician

Admin

Submit Safety Event via QR

✅

✅

✅

Manage QR Access Points

❌

❌

✅

Create/Edit Own Safety Events

❌

✅

✅

Create/Manage CAPAs

❌

❌

✅