Administrator
Has visibility to everything in the system
All cage codes, all reportable information, all visit requests, trainings and any forms and documents.
Any employee who submits an item, an Admin has visibility to this information.
Employee Records
Can add and import new users (manually, CSV, DISS).
Can edit all information for an employee.
Can update/remove an employee from any cage code.
Can delete an employee from the system.
Can delete any item from the employees profile.
If other Admins/SMs leave a comment on an employees record, they can see that comment.
Administration Tab:
Can see all Contracts, Facilities, Asset Control, Forms, Documents, Tags, Badges, Company info
Can add/delete/edit contracts, facilities, asset control, forms, documents, tags, badges and company info
Can assign people to a contract and facility.
Documents & Forms:
Can upload a new form and assign it to a(n) employee(s)
Can delete a form and document
Can upload a company wide document to the documents section and can make it visible to employees
Reported Info, Foreign Travel, Training and Visit Request:
Can see every employees submissions for these items
Can review, edit and delete these items
Can create these on behalf of an employee
Other Options:
As an Admin, you also have access to your profile and items assigned to you (forms, training, travel, etc).
As an Admin, you can enable 2FA for your account.
As an Admin, you have complete control of the system
You CANNOT change your own email address
Administrator Notifications
Below is a list of general notifications that admins receive as part of their role:
Travel Notice Emails
Incident Created Notifications
Training Completion Notifications
Employee Profile Update Notifications
Missed Audit Notifications
Ticket Creation notifications
Additional ticket notifications if the user is assigned as an approver/reviewer
Employee Visit Requests (to assigned managers)
Document signature completion notifications (to assigned managers)
General comment notifications
Notifications relating to tasks assigned to them
Note: If an Admin is designated as a reviewer/approver, they will receive notifications relevant to that item.
Security Manager
Can only see information relating to their cage code.
Employee Records:
The only employees the SM can see are the employees that are assigned to their cage code.
They can only see employees incidents, travel, visit requests, forms and documents if they are in the same cage code.
They can see all employees who have been assigned a training/completed a training despite the cage code --> this is the only exception.
Employee Records (only employees in their Cage Code(s))
Can add and import new users to their cage code (manually, CSV, DISS).
Can edit all information for an employee except for the cage codes they are assigned to.
Can only change an employees 'Role' to be less than their role; IE SM can only change a users role to an Employee or Assistant Security Manager
Can delete an employee under their cage code from the system
Can delete any item from the employees profile that is in their cage.
Can mass assign a form, activate a user, deactivate a user and assign an existing tag to users in their cage codes
If other Admins/SMs leave a comment on an employees record, they can see that comment.
Administration Tab:
Can see all Contracts, Asset Control, Documents, Badges info
Can add/delete/edit contracts, asset control, documents, badges
Can assign people to a contract
Cannot upload or edit a Form, Tag, Company Info, Facility
Documents & Forms -
Can assign an existing form to a(n) employee(s).
Can view forms employees submit
Can upload/delete a company wide document to the documents section and can make it visible to employees in their cage code.
Reported Info, Foreign Travel and Visit Request:
Can only see employees in their cage codes submissions for these items
Can review, edit and delete these items
Can create these on behalf of an employee
Other Options
As an SM, you also have access to your profile and items assigned to you (forms, training, travel, etc).
As an SM, you can enable 2FA for your account.
You CANNOT change your own email address/role
Security Manager Notifications
Below is a list of general notifications that security managers receive as part of their role:
Travel Notice Emails
Incident Created Notifications
Training Completion Notifications
Employee Profile Update Notifications
Missed Audit Notifications
Ticket Creation notifications
Additional ticket notifications if the user is assigned as an approver/reviewer.
Notifications if the user is an approver
Employee Visit Requests (to assigned managers)
Document signature completion notifications (to assigned managers)
General comment notifications
Notifications relating to tasks assigned to them
Note: If a Security Manager is designated as a reviewer/approver, they will receive notifications relevant to that item.
Employee
Can report the following: Incidents, Foreign Travel, Visit Requests, Forms and Training
Cannot view their previously reported incidents
Cannot edit their visit requests once submitted
Can view company wide documents that have been marked as ‘allow employees to view’
Can view their profile and make edits to: Contact Info, Emergency Contact and Passport/Drivers License Info
Can view their eligibility and accesses
Can enable 2FA
Can change their profile picture
Employee Notifications
Below is a list of general notifications that employees receive as part of their role:
Travel post-brief reminders (to travel assignee)
Training assignment notifications (to assigned employee)
Ticket Completion Notifications
Outgoing Visit Updates
General comment notifications
Notifications relating to tasks assigned to them
Note: If an employee is designated as a reviewer/approver, they will receive notifications relevant to that item.