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Understanding Intuety platform user roles

This guide explains the four Intuety user roles: Author, Approver, Project Admin and Client Admin. It covers what each role can do, who usually holds it and the training available.

Can someone have more than one role?

Yes. Roles are additive, so giving someone more than one role simply adds those permissions to the same account. There is no need for separate logins.

Author

Who: people who write RAMS, typically site or project engineers, SHEQ advisors, supervisors and operational staff.

  • Upload existing RAMS.
  • Create new RAMS with the guided authoring workflow (requires the document creation module).
  • Review and insert Intuety suggestions.
  • Manage drafts through to submission for acceptance.
  • Create and manage revisions.

Training: in-product tooltips and guided interactive walkthroughs.

Approver

Who: internal reviewers, SHEQ leads and anyone who signs off RAMS from internal teams or contractors.

  • Review and give feedback on jobs and RAMS.
  • Accept or reject RAMS.
  • By default, invite contractors into the organisation and add them to projects. Client Admins can turn this off with Approver supply chain access in Organisation Settings > Options.

Training: in-product tooltips and guided interactive walkthroughs.

Project Admin

Who: project managers, contract managers, PMO or operations coordinators.

  • Create, edit and complete projects and sites.
  • Manage project details throughout the project lifecycle.
  • Manage relationships with clients and contractors.
  • Invite contractors and add them to projects.

Training: knowledge base articles, written guides and interactive in-product guides.

Client Admin

Who: platform owners, typically SHEQ directors, IT or system owners, or heads of operations.

  • Manage Organisation Settings: options, document colours, default sector and region, admin users, suppliers, template permissions, integrations, broadcasts and site banners, and (if your organisation has API access) webhooks.
  • Invite, edit, deactivate and reactivate users, one at a time or by importing a CSV file.
  • Manage the supply chain (paying organisations only). In paying organisations, the Client Admin role is assigned by Intuety support. A Client Admin who does not also hold the Author, Approver or Project Admin role lands on Organisation Settings and cannot open projects or jobs.

Training: knowledge base articles, written guides and interactive in-product guides.

Typical role combinations

  • Subcontractor RAMS author: Author only.
  • Site engineer producing RAMS: Author only.
  • SHEQ advisor at a paying contractor: Author and Approver. At a sponsored (non-paying) supplier, users can be Author or Client Admin.
  • Project manager who also reviews: Approver and Project Admin.
  • Platform owner: Client Admin plus any of the above.

Important to know

  • Supply chain management is only available to paying organisations, whatever roles a user holds.
  • Document creation is an additional module. Uploading existing RAMS is standard.
  • Live training sessions are not offered by default. They are agreed with customers case by case.

How do I check my roles?

See What permissions or roles do I have?. To change roles, ask your administrator.

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Still need help?

Ask our live chat, email support@intuety.io or call 02922 710 527. Include the Job ID (shown in Job Quick View) if your question is about a specific job.