Why Permissions Matter
Permissions in Atlas let you control what each user can see and do. By setting the right permissions, you protect sensitive information and make sure everyone only accesses what they need.
How to Change a User’s Permissions
Granting Platform Access to New Users
If an employee has not yet been granted access to the platform, follow these steps:
Open the employee’s record in the system.
Navigate to Administration > Grant Access.
Select New User.
Enter the employee’s email address and save the details.
This creates login credentials for the new user, giving them the level of access associated with their role.
Navigate to the Users Area:
Main Menu > Company > Users
Select the User:
Locate and click on the user you want to edit.
Modify Permissions:
Click Actions and select View/Edit User Details.
Open the Access Rights tab.
Update or choose a Permission Profile:
Use the drop-down menu to select a pre-set permission profile.
Always select a profile before adding extra permissions.
Permission Profiles Explained
Employee
Basic access for most users.
Can see only their own records, assigned training, and distributed documents.
Can log incidents and complete checklists (if using H&S).
Default profile for new employees.
Public User Profile
Lowest access level.
Can only see assigned training modules and certificates.
Cannot receive documents.
Manager
For line managers or team leaders.
Can see and update records for employees in their departments only.
Can access certain documents in the main library.
Must be used with the department structure to control visibility.
HS Coordinator
Full access to all Health & Safety (H&S) tools.
Can manage risk assessments, method statements, incident logs, WHMIS inventory, H&S documents, and training.
Does not provide access to employee information unless combined with the Manager profile.
HS Service Owner
Highest level of access for H&S.
Full access to all H&S features and all employees.
Intended for clients using the H&S service.
ISO User
Specifically assigned to manage ISO-related documents and tasks.
Can access ISO dashboards and ISO certification marks.
Typically used alongside restricted permissions for ISO data access.
Customising Permissions
Role-Specific Considerations
Service Owners: Responsible for granting full access and managing higher-level permissions.
Support Agents: Cannot change user permissions but can guide you through the process.
You can add extra permissions by ticking individual boxes.
You must assign a profile first.
Start with a lower-level profile and add permissions as needed.
You cannot remove permissions included in a profile (grey ticks). Manually added permissions show as green ticks.
Hover over any permission for a description of what it allows.
To restrict access for contractors to ISO-specific data only, navigate to their profile, deselect all permissions except those related to ISO, and save the changes.
Important: Logging Out
After you change a user’s permissions, they must log out and log back in to see the updates.
Common Troubleshooting and Tips
Ensure you’re logged in with the correct credentials (e.g., as a service owner for full-access changes).
Double-check user email details when creating a new account to prevent errors.
Periodically review user permissions to align with role changes within the organisation.