Role

Description

Admin

Licensed user with full access across all EHS modules (Safety Reports, CAPAs, JHAs, QR Access). Can create, edit, approve, archive, manage team permissions, workflows, and compliance reporting.

Technician

Licensed user focused on field execution. Can submit Safety Reports, complete assigned Work Orders linked to CAPAs or JHAs, and can serve as an Approver if designated. Has limited editing rights tied to ownership or assignment.

View-Only

Licensed but restricted access. Can view only records they’re tagged on or linked to (e.g., Safety Events they reported, CAPAs they own, JHAs they’re assigned to). Cannot edit, comment, or create records. Can export accessible data. Ideal for general employees, auditors, or read-only stakeholders.

Public (QR)

Unlicensed external user (e.g., visitor, contractor, frontline worker). No login access. Can submit Safety Reports via QR code links. Receives confirmation but no ongoing visibility or updates.

Action

Admin

Technician

View-Only

Public

Scan QR to Submit Incident

✅

✅

✅

✅

Generate/Manage QR Access Points

✅

❌

❌

❌

Action

Admin

Technician

View-Only

Public (QR)

Create Safety Report

✅

✅

❌

✅

Use AI Assist

✅

✅

❌

✅

Attach Media

✅

✅

❌

✅

Tag Teammates

✅

✅

❌

❌

View All Safety Reports

✅

❌

❌

❌

View Own Safety Reports

✅

✅

❌

❌

Edit Safety Report

✅

✅

❌

❌

Export Safety Report

✅

❌

❌

❌

Mark as Reviewed/Close Report

✅

❌

❌

❌

Create CAPA from Safety Report

✅

❌

❌

❌

Archive Safety Report

✅

✅

❌

❌

Tag Other Users in Comments

✅

✅

❌

❌

Get Notified of Safety Report

✅

✅

✅

❌

View Safety Report you’re notified of

✅

✅

✅

❌

Action

Admin

Technician (if assigned)

View-Only

Public

View CAPA Tracker

✅

✅

❌

❌

View Detail Page

✅

✅

❌

❌

Create CAPA

✅

❌

❌

❌

Edit CAPA

✅

❌

❌

❌

Use AI Assist

✅

❌

❌

❌

Attach Media

✅

❌

❌

❌

Mark Complete

✅

❌

❌

❌

Change CAPA Status

✅

❌

❌

❌

Export CAPAs

✅

✅

❌

❌

Archive CAPA

✅

❌

❌

❌

View Audit Trail

✅

✅

✅

❌

Tag Other Users in Comments

✅

✅

❌

❌

Get Notified of a CAPA

✅

✅

✅

❌

View CAPA you’re notified of

✅

✅

✅

❌