Roles and permissions explained

Go to Permissions (in the Staff area) to manage roles. Roles are organization-specific. A role can grant:

• Administrator — broad control over the organization.
• Training permission — None, Create, or Manage.
• Requirements permission — View or Manage.
• Manage Users — add and edit staff.
• Manage Courses — create and edit courses.
• Manage Task Sheets — manage task books (when the feature is enabled).
• Calendar access — manage specific calendars.

Choosing a Training permission: None for staff without supervisory training duties; Create for company officers and chiefs who record training; Manage for training staff who edit records and manage the calendar.

Has training requirements: a role setting that makes people with that role eligible to be assigned tasks and requirements. Administrative staff who don't take training may not need it.

Change an existing member's permission: go to Staff, open the person, click Edit Profile, choose one or more permissions, and Update. New organizations start with sample roles (e.g. Firefighter, Captain/BC, Administrator) you can edit, delete, or add to. Roles don't have to match your ranks.