Office Permissions

In 4HSE, the Office is a fundamental operational entity. Managing permissions at this level gives you the flexibility to delegate specific responsibilities to teams or individual employees operating in different locations. An Office permission is the “pass” that allows a user to act within that defined corporate space.

Permission Groups for the Office

To better organize roles, 4HSE provides several permission groups, divided into two categories.

Generic Roles

Define access to the entire Office. Available groups are:

• Manager: for those responsible for overseeing Office operations.
• User: for those who need to view Office data without modifying it.
• Guest: for limited access to certain sections.
• NA (No Access): for those who should have no access to Office data.

Area Roles

These specific roles apply only to certain functional areas, such as training or maintenance. They allow you to create true specialists with targeted permissions.

• Training Manager, Training User, Training NA
• Health Surveillance Manager, Health Surveillance User, Health Surveillance NA
• Personal Protection Manager, Personal Protection User, Personal Protection NA
• Procedure Manager, Procedure User, Procedure NA
• Maintenance Manager, Maintenance User, Maintenance NA

Overview of Permissions

Generic Office Permissions

Group	Office Permissions
Manager	Read and write permissions Can modify data, add/remove users, and view reports NOTE: Adding/removing users is only possible if also a Project Admin.
User	Read-only permissions on Office data
Guest	Limited access to certain sections: Human Resources, Material Resources, Work Phases, Safety Organization Chart, and Actions
NA	No access to Office data

Permissions for the “Training” Area

Group	Training Area Permissions
Training Manager	Full control over training actions: can create, modify, and delete Has access to related data (e.g., associated people)
Training User	Can view training data and related entities
Training NA	No access to the training area

Permissions for the “Health Surveillance” Area

Group	Health Surveillance Area Permissions
Health Surveillance Manager	Full control over health surveillance actions Has access to related data (e.g., associated people)
Health Surveillance User	Can view health surveillance data and related entities
Health Surveillance NA	No access to the health surveillance area

Permissions for the “Personal Protection” Area

Group	Personal Protection Area Permissions
Personal Protection Manager	Full control over personal protection actions. Has access to related data (e.g., associated people/PPE)
Personal Protection User	Can view personal protection data and related entities
Personal Protection NA	No access to the personal protection area

Permissions for the “Procedures” Area

Group	Procedure Area Permissions
Procedure Manager	Full control over procedure actions. Has access to related data (e.g., people/offices/material resources)
Procedure User	Can view procedure data and related entities
Procedure NA	No access to the procedure area

Permissions for the “Maintenance” Area

Group	Maintenance Area Permissions
Maintenance Manager	Full control over maintenance actions: can create, modify, and delete. Has access to related data (e.g., offices/material resources)
Maintenance User	Can view maintenance data and related entities
Maintenance NA	No access to the maintenance area

Inheritance and Flexibility

As with Project permissions, Office permissions propagate to entities linked to it.

An Office Manager inherits Manager permissions on People and Actions linked to that Office. An Office User inherits User permissions on People and Actions linked to it.

Office permissions are an intelligent extension of Project permissions. A user with a User role at the Project level, which grants visibility on everything, can have a higher role (e.g., Manager) on a specific functional area of the Office, such as training. This allows them to view all corporate data but have write permissions only in the training area, a perfect model for sector managers.

Permission Propagation

Office Role	Action Role	Person Role
Manager	Manager	Manager
User	User	User
Guest	User	User
NA	NA	NA

Permission Propagation from Functional Area

Action Role	Person Role
Manager	Manager
User	User
NA	NA

How to Set Office Permissions

Note

Remember that you can only set permissions if you have the Admin role at the project level.

To configure permissions for an office in 4HSE, you can act on two levels.

1. Manage Permission Groups

1. Open the office of interest, navigate to Administration in the menu, and select Permissions.
2. In the Groups section, you will see the list of generic roles (Manager, User, Guest, NA) that apply to the entire office.
3. Select the role you want to manage.
4. The Details section shows users already assigned to that group.
5. To add or remove users, click the “new” button and enter their email.

2. Configure Area Permissions

For more granular management, you can combine Project and Office permissions to limit access and write permissions to specific functional areas.

Here’s how to assign permissions to a user for the Maintenance Area while limiting access to other entities:

1. Open the Office of interest, navigate to Administration in the menu, and select Permissions, then Groups.
2. Select the Maintenance Manager permission group.
3. The Details section shows users already assigned to that group.
4. To add a new user, click the “new” button and enter their email.