System Roles

System roles Permissions assigned to accounts. Your role determines what you can view, modify, and manage in the application. are the permissions assigned to accounts Used to track and manage users. Accounts differ from your profile, which is used to modify personal settings for using the solution.. Your role determines what you can view, modify, and manage, as well as defines your access to certain pages and elements in the solution. Access also depends on your organization memberships, organization roles, and file and folder access.

You can see your assigned system role on the Basic Information tab of your account profile A collection of information that identifies and defines you in the solution. Your profile differs from your account, which is how you log in.. Your Client Admin determines your role when they create or update your account.

System role types and descriptions
Role	Description
Contact The internal and external people that participate in, might be affected by, or need to be notified about an incident.	Can receive emails sent from the solution. However, Contacts don't have credentials to log in.
Regular User	Can: Access the homepage and the Notifications and Organizations pages View files to which they have access. For more information, see File and Folder Access. Request organization Official entities, such as public health authorities, healthcare agencies, and corporations. membership
Client Admin	Can do everything a Regular User can do, plus: Access the Accounts, Groups, and Organizations pages Access the History pages for groups Comprised of accounts with certain shared characteristics, such as role or location, but not necesarily employer. and organizations Create accounts for organizations they manage Run background checks on Regular Users Create, edit, and delete notifications An alert, update, advisory, information, drill, or test message that can be sent & received through delivery methods such as email, voice, text, fax, or inbox. Create, edit, and delete organizations

Page last updated on: 10:24:49 PM 10 March, 2026

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