Managing Users and Permissions
How to invite team members, review pending requests, and understand what Owners, Editors, and Viewers can do.
User roles and what they can do
TegisSafety uses three built-in roles. Owners can manage company settings, sites, users, QR purchases, and billing. Editors can create and update procedures and sites but cannot manage company-level settings or user invitations. Viewers can open and read procedures but cannot make any changes. These roles help keep unapproved drafts and administrative controls away from front-line workers.
Examples
- Owner: Safety manager or plant administrator
- Editor: Maintenance supervisor or LOTO coordinator
- Viewer: Operator or contractor who needs read-only access
Inviting a new user
Owners can invite users from the Company Settings area. Enter the person's work email and choose a role before sending the invitation. The invited user receives an email with a secure setup link that takes them to the Set Password screen. Invitations expire, so ask users to complete setup promptly.
Tips
- Invite users with the lowest role that still lets them do their job.
- Do not forward invitation emails. Each link is tied to one address.
- If someone misses the window, resend the invitation instead of creating a new account.
Reviewing pending requests
When someone uses the Contact Us form or an administrator creates a pending user request, the request appears in the Pending Users dashboard. Approved admins can review the submitted name, email, company, and message, then approve or reject the request. Approved users are sent an invitation to complete account setup.
Changing someone's role or removing access
Owners can update roles or remove users from the Company Settings member list. If a person changes jobs or leaves the organization, remove their access right away. If they only need a different level of access, change their role without deleting the account.
Tips
- Regularly audit the member list during monthly safety reviews.
- Removing a user does not delete the procedures they created.
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