Roles

Introduction

The Roles module, located within the Admin module, is the main engine that controls what each User will have permission 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	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 Response

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