Roles and access
Understand roles, site responsibility, and feature availability.
Your role sets what you can do. Your job-site responsibility limits which records you can use. Organization features and plan settings also affect what appears.
Customer roles
| Role | What to expect |
|---|---|
| Worker | Your own timecards, certifications, messages, talks, documents, and requests; assigned site information and permitted safety work. |
| Project Manager (PM) | Site and safety oversight, talks, messages, and approvals within the scope of each workflow. PM access does not include the admin timecard list. |
| Superintendent | Site and safety oversight, plus access to the admin timecard list and detail. Viewing a timecard does not grant permission to change it. |
| Admin | Operations for directly assigned jobsites and sites inherited through assigned job-site groups. This includes permitted worker records, timecards, and reports. |
| Owner | Organization-wide administration, roles, site responsibility, settings, billing, worker assignments, and supported record recovery. |
An Admin without a site or group assignment can enter the admin workspace but has no assigned operational records to manage. Site Secure's internal support role is separate from these customer roles.
Owner-only work
Only Owners can change customer roles, assign Admin responsibility, change worker job-site assignments, configure organization settings, restore or remove archived workers, or use supported Recent Actions recovery. A permission toggle cannot grant these powers to another role.
An Admin can archive an active Worker only when all of that worker's active assignments are within the Admin's responsibility and the worker has no active shift. See organization setup.
Record-specific access
Permission to open a module does not grant access to every record or action in it. For example:
- A person's name opens their People profile only when you can view that person.
- Incident lists follow site scope. Narrative, medical information, evidence, and investigation details have separate access checks.
- Recording a repair does not grant permission to verify your own repair.
- Report exports follow the same scope as the records being reviewed.
Plans and product options
The approved commercial direction has Standard for eligible safety workflows and Complete for safety plus workforce operations. The entire incident, injury and investigation module remains Complete-only; Standard hazard/JHA forms remain eligible. Confirm rollout availability and actual organization settings before a change.
Free, Essential, Pro, Max and Enterprise are legacy implementation labels, not the new commercial price ladder. Approved prices do not activate billing or grant access. See the billing guide for approved, draft and unavailable options.
When access looks wrong
Ask an Owner to check the organization, approval status, role, site or group assignment, and enabled feature. Refresh the app after a change. If access still fails, include the page and any support reference when contacting support.