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Understanding EHS User Roles and Permissions

Learn about what users can do and access in UpKeep EHS

Updated this week

Understanding EHS User Roles and Permissions

UpKeep’s EHS (Environmental Health & Safety) module uses role-based access to ensure the right users can report, manage, and resolve safety incidents and CAPAs. Here’s a breakdown of what each role can see and do.


EHS Role Types

Role

Description

Public

Unlicensed users (visitors, contractors, frontline workers). Can report via QR.

Technician

Licensed users who report incidents and complete assigned Work Orders.

Admin

Licensed users with full access to incidents, CAPAs, QR setup, and reporting.


QR Access Permissions

Action

Public

Technician

Admin

Scan QR to Submit Incident

Generate/Manage QR Access Points


Incident Module Permissions

Action

Public (via QR)

Technician (Own Only)

Admin

Create Incident

Use AI Assist

Attach Media

Tag Teammates

View All Incidents

View Own Incident

Edit Incident

Export Incidents

Mark as Reviewed / Close Incident

Create CAPA from Incident

Archive Incidents

Tag users in comments


CAPA Module Permissions

Action

Public

Technician (If Assigned)

Admin

View CAPA Tracker

View Detail Page

Create CAPA

Use AI Assist

Edit CAPA

Mark Complete (CAPA)

Change CAPA Status

Export CAPAs

Archive CAPAs

View Audit Trail

Tag users in comments

⚠️ Technicians do not resolve CAPAs directly—they complete Work Orders that are linked to CAPAs.


If you’re unsure which role to assign to a team member or need help adjusting permissions, feel free to contact our support team.

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