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What this video covers

A new staff member starts with no access to anything — nothing appears for them until you set it up. This walkthrough takes one staff member from no access at all to working access in a single module, using Hazards & Premises as the example. Along the way it shows how the three permission levels differ in practice, and what happens when you take access away.

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Steps covered

  1. Finding the Permissions tab on a staff member’s profile
  2. Granting Centre Access — which centres this person can see
  3. Granting Module Access — which modules they can open at each centre
  4. Setting Feature Permissions — Full Access, Read Only, or No Access for each part of the module
  5. Understanding the confirmation prompt when you remove access

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Before you start

You need to be signed in as a business Admin to see the Permissions tab. The staff member also needs to already exist in HR → Staff — invite them first if they don’t.
Removing centre access also removes every module and feature permission underneath it, and takes effect immediately. You’ll be asked to confirm before anything is removed.
  • Permissions — the full written reference, including a feature list for every module
  • Roles — the difference between an Admin and a User
  • Inviting Users — getting a staff member into the app in the first place
  • Revoking Access — removing access when someone leaves