---
title: Understanding Intuety platform user roles
description: Learn what each Intuety user role can do, who typically holds it, and the training available. Includes caveats on supply chain, document creation and live training.
---

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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?](https://help.intuety.io/v2-knowledge-base/what-permissions-or-roles-do-i-have?hsLang=en-gb). To change roles, ask your administrator.

**Related articles**

- [What is an Author?](https://help.intuety.io/v2-knowledge-base/what-is-an-author?hsLang=en-gb)
- [What is an Approver?](https://help.intuety.io/v2-knowledge-base/what-is-a-reviewer?hsLang=en-gb)
- [Adding, editing and managing users](https://help.intuety.io/v2-knowledge-base/adding-editing-and-managing-users?hsLang=en-gb)

**Still need help?**

Ask our live chat, email [support@intuety.io](mailto:support@intuety.io) or call 02922 710 527. Include the Job ID (shown in [Job Quick View](https://help.intuety.io/v2-knowledge-base/job-quick-view?hsLang=en-gb)) if your question is about a specific job.

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- [Smart RAMS](https://help.intuety.io/v2-knowledge-base/smart-rams?hsLang=en-gb)
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