Define roles and permissions in Sabentis
Assign responsibilities, occupational health and safety technicians, and access rights by center. A good role structure ensures that each user only sees—and does—what is assigned to them, without hindering the team’s work.
What is a role in Sabentis?
A role is a set of permissions assigned to a user that defines what they can see, read, write, or approve within the platform. At Sabentis, permissions are always defined along two axes: module (which tool) and scope (in which center or location).
Most common types of roles
Worker
Access to the Employee Portal: view your training, PPE, pending signatures and notifications.
Internal Occupational Health and Safety Technician
Reading and writing in operational modules of the center or centers to which it is assigned.
External Occupational Health and Safety Technician
Limited access per center, reading in transversal modules and writing only in assigned operational modules.
Responsible / Manager
Access to your area or team: incident review, measure validation, dashboards for your unit.
Management
Global read access: KPIs, reporting, Power BI. No operational write access.
Administrator
Configure the organization, roles, and modules. Designed for 1–2 people per instance.
How to create a role
- Go to Settings > Roles and permissions.
- Click New role and enter a clear name (e.g., “External OHS Technician – North Central”).
- Select the modules you will have access to.
- For each module, define the permission level: read, write, approve.
- Define the scope: the entire organization, a company, or specific centers.
- Save. The role is now available to assign to users.
How to assign roles to users
- Go to Users and open the user’s profile.
- On the Roles tab, click Add role.
- Select the role and, if applicable, the centers it operates on.
- Save. The change applies at the user’s next login.
Permissions by center or location
The site-based scope allows the same role to function for multiple users, simply by changing where it operates. This is the recommended approach for organizations with multiple locations, projects, or production lines.
Frequently Asked Questions
What permissions does an external occupational health and safety technician need?
Can I limit access to only one specific module?
Are role changes applied instantly?
Who can create or edit roles?
Do you need help designing your role matrix?
Our team can help you define the most appropriate permission structure for your organization.
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