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
Go to the Users Area ( The Navigation bar on the left hand side of the screen:
Navigate to:
Company > Users
Select the User:
Find and click on the user you want to edit.
Edit Permissions:
Click: Edit H&S/eLearning Permissions
Choose a Permission Profile:
Use the drop-down menu to select a pre-set permission profile.
Always select a profile first 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.
Customising Permissions
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.
Important: Logging Out
After you change a user’s permissions, they must log out and log back in to see the updates.