What is a Supervisor’s Role in SafetyOne™?

A user license is required for anyone who needs access to the SafetyOne website and the mobile app. Each user license is given a different level of access, depending on the users’ role at the company. 

A person with a Supervisor user license is someone who manages one or more projects, crews, facilities, or programs. The Supervisor role might also be used by a safety manager or project manager in a construction company, a facility director in a home health care company, or a program director in a non-profit organization. 

While Supervisors have access to all functions within the mobile app, their access is more limited (compared to an Administrator) in the SafetyOne website. Supervisors can view, add, edit, share and delete records for their assigned projects only.  

 Supervisors will have the following access within the SafetyOne website:  

Administration 

• Add new users (if the Administrator has granted them permission) 

• Assign users to their project(s) (if the Administrator has granted them permission) 

Company News (Push Notifications) 

• Can view and share via URL 

File Cabinet 

• Can view, edit, download, share, and delete existing files 

• Can add new files 

• Can edit, add, and delete folders 

Lessons Learned 

• Can only view, edit or share the lessons they have created 

• Can manually add a new Lesson from the website 

Mobile Forms 

• Can copy, view, edit and share existing reports assigned to their project 

• Can manually submit mobile forms from website for their project(s) 

• Can create new forms, assign, and download any QR Code for their project(s) 

• Cannot edit any mobile forms in the library 

Observations 

• Can view, edit or share any existing reports only 

• Can view category questions 

Policies 

• Can view library, download, and assign policies to their project(s) 

Risk Dashboard 

• Can view data for their project(s) 

Toolbox Talks 

• Can view and share reports for their project(s)  

• Can view library, create new Toolbox Talks, and assign Toolbox Talks to their project(s) 

• Cannot edit or delete any Toolbox Talks from the library 

Training 

• Can view all training documentation and download certificates of completion as PDFs 

• Only has access to their own ‘Perform’ tab in the Learning Management System 

• Cannot add outside trainings, upload, delete or change settings 

• Cannot view training library, assign, add, nor edit any trainings 

While users with the Supervisor access can access many areas within the SafetyOne website, for the most part they are limited to their project(s) data.  

What does each user role have access to?

There are two types of licenses, user, trainee, and recipient.

User licenses are required for anyone who needs access to administrator functions via both the website and the mobile app. Below are descriptions of the roles that require a user license.

Administrator: have access to everything in the platform and mobile app. They can add and delete Projects and Users as well as perform any administration functions. Administrators can also create company news, delete observations, toolbox talks and forms, and configure what other users can see on their mobile devices by assigning categories, forms and toolbox talks. In all likelihood, your organization may have one or two Administrators.

Supervisor: can add, delete and edit any of the functions within the SafetyOne app section on the website but only for projects in which they are assigned. Also, when a User is setup as a Supervisor, a custom permission is displayed that allows the Supervisor to add, assign and unassign Users to projects in which they have been assigned. The Supervisor role might be used by a safety manager or project manager in a construction company, a facility director in a home health care company, or a program director in a non-profit organization. These are people who are managing one or more projects, crews, facilities, or programs.

Employee: allows access to perform tasks from the User’s mobile device but they are unable to delete or edit information from the website. Also, they are only able to view any information that they generated from the website as well as access the Learning Management System for training that they have been assigned. The Employee role may be used for Superintendents at a construction company or a manager in a human services organization.

Field Employee: are able to perform tasks from their mobile device that they have been assigned, and only access the Learning Management System for training that have been assigned. These are people who may be a foreman that is leading a crew, or a team lead within a facility. However, not all foreman or team leads need to be assigned the Field Employee role. Only assign the role if they need to complete assigned tasks in the mobile app.  

Training Manager: role allows users to create training modules from the website, but they cannot log into the mobile app. This role is designed for large organizations with a dedicated training department. Smaller organizations are less likely to need this type of user role.

Trainee licenses only allows them to complete online training and generate a certificate of completion. They cannot log into the mobile application. Most regular employees, who would complete online training, fall under the Trainee role. Keep in mind, if an employee is a trainee and training history is manually documented, but no online training is assigned, you can add as many of these as you want and they won’t count towards a trainee license.

Recipient licenses only allow them to receive email notifications when Company News is sent to a Project that they are assigned. They will not set a password nor will they be able to log into the mobile application nor the website. This is used to efficiently distribute company updates to employees who otherwise wouldn’t receive notifications via the SafetyOne app. Equivalent to Trainee in pricing, if an employee with this license role is transitioned over to a User or Trainee license, they will then receive an email to set their password.