Understanding User Roles in PIMS Safety

PIMS Safety uses a role-based access system to control what each user can see and do within the platform. A user's role determines their level of access across all modules.

Nine roles are defined within PIMS Safety, ranging from limited observational access to full global administration. Roles are structured hierarchically, meaning higher-level roles generally include all permissions of lower-level roles plus additional capabilities.

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Role Hierarchy

The following roles are available in PIMS Safety, listed from least to most access:

#	Role	Summary
1	Health Coach	Limited, read-focused access suitable for wellness and health monitoring personnel. Users in this role cannot access operational safety modules.
2	Observer	Mirrors Health Coach access. Designed for personnel who need to submit Observations but do not require operational or administrative access.
3	Construction Operations	Similar to Observer but adds the ability to manage Safety Data Sheets, reflecting the operational needs of construction personnel.
4	Contractor Safety Rep	Scoped access for contractor-side safety personnel. Actions are generally limited to their own company's data and projects.
5	CM Safety Rep	Supports site-level safety management, including incident visibility, audit management, JSA review, and limited administration over their company's users and projects.
6	Safety Professional	Expands on CM Safety Rep with the ability to assess Observations, conduct a full JSA Safety review, and manage Action Items including deletion.
7	Safety Manager	Adds JSA deletion capability and the ability to delete Observations. The highest non-administrative safety operations role.
8	Site Administrator	Provides full operational access plus extended administration over users, projects, companies, JSA types, and reject reasons within their associated sites.
9	Global Administrator	The broadest access across all modules and administration areas. Certain elevated actions require additional God access.

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Access by Module

The table below provides a side-by-side comparison of access permissions across all nine roles and modules.

Module	Health Coach	Observer	Construction Operations	Contractor Safety Rep	CM Safety Rep	Safety Professional	Safety Manager	Site Administrator	Global Administrator
Home / Dashboard	Limited	Limited	Limited	Limited	Limited	Limited	Limited	Limited	Full access
Observations	Submit; add Action Items	Submit; add Action Items	Submit; add Action Items	Submit; add Action Items	Submit; add Action Items	Submit; Assess; add Action Items	Submit; Assess; Delete; add Action Items	Submit; Assess; Delete; add Action Items	Submit; Assess; Delete; add Action Items
Work Hours	No Access	No Access	No Access	Own company only	By company or project	By company or project	By company or project	By company or project	By company or project
Incidents	No Access	No Access	No Access	No Access	View for associated site; manage all tabs except Details	View for associated sites; manage all tabs except Details	View for associated sites; manage all tabs except Details	Add; Edit all tabs	Add; Edit all tabs
Action Items	Create; limited edit	Create; limited edit	Create; limited edit	Create; limited edit	Create; limited edit	Create; limited edit; Delete	Create; limited edit; Delete	Create; limited edit; Delete	Create; limited edit; Delete
Audits	No Access	No Access	No Access	No Access unless template allows	Create; Execute; Edit; Delete	Create; Execute; Edit; Delete	Create; Execute; Edit; Delete	Create; Execute; Edit; Delete	Create; Execute; Edit; Delete
JSAs	No Access	No Access	No Access	Submit; add project documentation	Submit; CM Review; Resubmit; Hold; Archive	Submit; CM & Safety Review; Resubmit; Hold; Archive	Submit; CM & Safety Review; Resubmit; Hold; Archive; Delete	Submit; CM & Safety Review; Resubmit; Hold; Archive; Delete	Submit; CM & Safety Review; Resubmit; Hold; Archive; Delete
Safety Data Sheets	No Access	No Access	Add; Edit; Replace File	Add; Edit; Replace File	Add; Edit; Replace File	Add; Edit; Replace File	Add; Edit; Replace File	Add; Edit; Replace File; Delete	Add; Edit; Replace File; Delete
Contractors	No Access	No Access	No Access	Own company only	Manage for associated sites	Manage for associated sites	Manage for associated sites	Manage for associated sites	Manage for associated sites
Equipment	No Access	No Access	No Access	Own company only	Manage for associated sites	Manage for associated sites	Manage for associated sites	Manage for associated sites	Manage for associated sites
Permits	No Access	No Access	No Access	Add; Edit; Clone; manage documents	Add; Edit; Clone; manage documents	Add; Edit; Clone; manage documents	Add; Edit; Clone; manage documents	Add; Edit; Clone; manage documents	Add; Edit; Clone; Delete; manage documents
Reporting	No Access	No Access	No Access	No Access	View and manage own reports	View and manage own reports	View and manage own reports	View and manage own reports	View and manage own reports
Administration	No Access	No Access	No Access	No Access	Users and Projects	Users and Projects	Users and Projects	Users; Projects; Companies; JSA Types; JSA Reject Reaso