Why permissions matter
Permissions in Atlas let you control what each user can see and do. Setting the right permissions protects sensitive information and makes sure everyone only accesses what they need.
How to change a user's permissions
Go to the users area:
Click: Dashboard > Company > Users
Select the user:
Find the user you want to edit and click the Actions (...) button.
Edit permissions:
Click: Edit HR, health and safety, or e-learning user permissions.
Choose a permission profile:
Use the dropdown menu to select a preset permission profile.
Always select a profile first before adding extra permissions.
Permission profiles explained
Public user profile
Lowest access level.
Can only see assigned training modules and certificates.
Cannot receive documents.
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 health and safety).
Default profile for new employees.
Note: Remove this profile if also assigning one of the profiles below.
Manager
For 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.
HR manager
For human resources managers.
Can see and update records for employees regardless of their department.
Can manage users, including performing password resets.
Can manage training assignments, company and departments.
Can access some health and safety functions, including view, update and approve incidents across the organization.
H&S coordinator
Full access to all health and 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.
HR service owner
Highest level of access for HR.
Full access to all HR features and all employees.
Intended for clients using the HR service, or for users who do not need to access H&S features.
H&S 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.
Service owner
Broadest level of access across all features.
Access to most HR and H&S features and all employees.
Adding Update all incidents permission grants equivalent access to both HR service owner and H&S service owner.
Customizing 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 pink ticks.
Hover over any permission for a description of what it allows.
Remove the employee profile if you're assigning a profile with greater permissions.
Important: After you change a user’s permissions, they must log out and log back in to see the updates.