Understanding Intuety platform user roles

This document explains the user roles available in the Intuety platform. It covers what each role can do, who in your organisation typically holds it, and the training we have in place to support people in that role.

A user can hold any combination of these roles. Roles are additive, so assigning more than one simply adds those permissions to the same account. There is no need to create separate logins for people who wear more than one hat.

Important caveats

Supply chain management is only available to paying organisations. It is not accessible on trial or non-paying accounts, regardless of the roles a user holds.
Document creation (the Author ability to create new RAMS in the platform) is an additional module. Uploading existing RAMS is available as standard; creating new RAMS through the guided authoring workflow requires the module to be enabled on your organisation.
Live delivered training sessions are not offered by default. They are agreed with customers on a case-by-case basis where the scenario warrants it, and are not something available on request as standard.

Roles at a glance

Role	Who typically holds it	What they can do	Training in place
Author	People who write and produce risk assessments and method statements. Typically site or project engineers, SHEQ advisors, supervisors and any operational staff responsible for producing RAMS.	Upload existing RAMS into the platform. Create new RAMS using the guided authoring workflow (additional module). Manage their own drafts through to submission. Create and manage revisions.	Built-in tooltips within the product. Full guided, interactive walkthroughs. Live delivered training where agreed with the customer (not offered by default).
Reviewer	Internal reviewers, approvers, SHEQ leads and anyone responsible for signing off RAMS produced by internal teams or contractors.	Review and feed back on jobs and RAMS from internal teams or contractors. Approve or reject RAMS. By default, invite contractors into their organisation and add contractors to projects.	Built-in tooltips within the product. Full guided, interactive walkthroughs. Live delivered training where agreed with the customer (not offered by default).
Project Admin	Project managers, contract managers, PMO or operations coordinators responsible for the setup and lifecycle of projects and sites.	Create, edit and complete projects and sites within the platform. Manage project details throughout the project lifecycle. Manage project relationships to clients and contractors. Invite contractors into their organisation and add contractors to projects.	Knowledge base articles. Written guides. Interactive in-product guides.
Company Admin	Platform owners within the organisation, typically SHEQ directors, IT/system owners or heads of operations who look after configuration and user access.	Manage organisation settings: logos, fonts, colours, sectors, regions and feature toggles. Create, activate, deactivate and edit users. Manage the supply chain (paying organisations only).	Knowledge base articles. Written guides. Interactive in-product guides.

Combining roles

Because roles are additive, most people in your organisation will hold more than one. A few examples of how they typically stack:

Example person	Typical role combination
A subcontractor RAMS author	Author only. Produces RAMS for review by their client.
A SHEQ advisor for a contractor	Author and Reviewer. Writes their own RAMS and reviews and approves colleagues.
A project manager who also reviews	Reviewer and Project Admin. Sets up projects and approves RAMS attached to them.
A platform owner running the account	Company Admin plus any of the above, depending on how hands-on they are.
A site engineer producing RAMS	Author only.

Training summary

Author and Reviewer: supported by in-app tooltips and full guided interactive walkthroughs. Live delivered training may be included where agreed with the customer, but is not offered by default.

Project Admin and Company Admin: supported by knowledge base articles, written guides, and interactive in-product guides.