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Mitratech Success Center

Roles

This guide details how to create new roles, how to edit pre-existing roles, and how to assign role permissions.

 

Introduction

The Roles module, located within the Admin module, is the main engine that controls what each User will have the permissions to do or see. In CMO, users must be given permission to access, view, and perform actions on anything within the application.

New roles can be created, edited, and the permissions can be changed at any point in time, given your role has permission to do so. Click here to see step-by-step instructions on creating a new role.

See the Role Permission Index to view definitions, exceptions, and caveats for each Role Permission in CMO.


Administrator, Manager, and Supervisor Roles

CMO Best Practice solution is configured with the User Roles, which are detailed in the table below

Role Type Landing Page & General Permissions Will have access to...
Client Administrator

Landing page - Administrator Dashboard

 


Users with this role can create, initiate, and be assigned as the Responsible User for any Event in the system.

Client Administrator roles can access the following modules:
  • Users
  • User Groups
  • User Roles
  • Entities
  • Org Units
  • Monitoring Types
General & Operational Manager Landing page - GM/OM Dashboard The General Manager / Operational Manager role will have access to initiate and become responsible for the following Events:
Incident Report
  • WRAC (GM - Approver for High / Extreme Risks)
  • WRAC (OM - Approver for Low / Medium Risks)
Health and Safety Manager (HSEC)

Landing page - HSEC(Q) Dashboard

Users with this role can create, initiate, and be assigned as the Responsible User for any Event in the system.

The health and safety manager role will have access to all events and forms in the system.
Risk Manager

Landing page - Risk Dashboard

 

Users with this role can access and be assigned as the Responsible User for certain Events.

The Risk Manager role can access the following Events:
  • Job Hazard Analysis
  • WRAC
  • Business Impact Analysis
  • Business Continuity Plan
Environmental Manager Landing page - Environmental Management Solutions site The Environmental Manager role has access to all Forms in the Environmental Management Solution
Supervisor

 

Landing page - Supervisor Dashboard

 

 

 

Users with this role can create and be assigned as the Responsible User for Actions.

Supervisors will have access to initiate and become responsible for the following Events: 
  • Meeting Minutes
  • Toolbox Talks
  • Hazard Reports
  • Job Hazard Assessments
  • Management of Change
  • Permit to Work
  • Take 5
  • WRAC
  • Emergency Preparedness
  • Emergency Reponse

 

End User Roles

Role Type Landing Page & General Permissions Will have access to...
Contractor

Landing page - Reporter Dashboard


Users with this role can be assigned as the Responsible User for Actions, but cannot create new Actions.

Contractors will have access to initiate/perform the following Forms:
  • Incident Report
  • Hazard Report
  • Take 5
  • JHA
  • Emergency Response
Permit to Work

Landing Page - Permit to Work Dashboard

 

This user will have access to one dashboard which they can request a permit as well as view/manage existing requests

The Permit to Work Dashboard has the following widgets:
  • Permits by Status
  • Permits by Type
  • Permits by Location
  • Create New
  • Hot Work Permits
  • Key Performance Indicators
RTW Work Coordinator

Landing page - Injuries Dashboard

Users with this role can access, initiate, and be assigned as the Responsible User for certain Events. 

The RTW Work Coordinator role will have access to initiate and be assigned as the Responsible User for the following Events:
  • Injury / Illness
  • RTW
  • Medical Certificates
Reporter

Landing page - Reporter Dashboard

Users with this role have the same permissions as End Users, but Reporters can access the CMO Mobile apps.

See Contractor.
Employee The employee role is used to store company employees that don't have access to the system, but may need to be assigned an Action (which can be completed via email), or reference an Event (i.e. as an injured person).
 
N/A
Stakeholder The Employee role is used to store the names of Members of the Public who do not have access to the system but may need to be referenced in a Complaint or Stakeholder Engagement Plan N/A

 

 

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