Risks roles and access

Risks access is controlled by your Risks module role for each site. Risk Managers create and edit ordinary assessments; Risk Members can create and maintain only their own dynamic assessments.

Your organisation must include the Risks module. Roles are assigned per site in Settings > User Management. Site Managers can inspect access; Site Admins use Edit Access to change it. See Understanding User Roles and Permissions.

What each role can do

Action	Member	Manager	Admin
View risk assessments and add comments	Yes	Yes	Yes
Create and edit ordinary risk assessments	No	Yes	Yes
Create and edit own dynamic risk assessments	Yes	Yes	Yes
Edit another person’s dynamic risk assessment	No	Yes	Yes
Create and manage assessment templates	No	Yes	Yes
Publish assessments and manage versions	No	Yes	Yes
Set up approval workflows and review schedules	No	Yes	Yes
Distribute assessments and track acknowledgements	No*	Yes	Yes
Manage risk categories and module settings	No	Yes	Yes
View risk insights and analytics	No	Yes	Yes
Delete risk assessments and templates	No	No	Yes

*A Risk Member who creates a dynamic risk assessment can send a one-time distribution for that assessment when the site allows dynamic assessment distributions. Members cannot create recurring distribution policies or distribute ordinary assessments.

Member

Risk Members view assessments and add comments. They can create and edit only their own dynamic risk assessments from a work order run page. They cannot create or edit ordinary assessments, edit another person’s dynamic assessment, manage templates, publish, set approval or review settings, or use risk insights.

Manager

Risk Managers handle day-to-day risk work: create and edit ordinary and dynamic assessments, manage templates, publish, set approvals and reviews, distribute assessments, manage categories, and view insights. They cannot delete assessments or templates.

Admin

Risk Admins have every Manager capability plus delete for assessments and templates.

Common questions

Why can’t I create a risk assessment?

Ordinary assessment creation needs the Manager role (or higher) for Risks. Risk Members can only create dynamic assessments from a work order run page. Ask a Site Admin to update your Risks role in User Management if you need ordinary create access.

Can I change my own Risks role?

No. You cannot change your own membership through User Management. Ask another Site Admin to update your access.

Do roles differ by site?

Yes. Someone can be a Risk Manager at one site and a Risk Member at another. Each site’s role controls what they can do there.

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