External occupational health and safety technician permissions: what they need and how to set them up
Quick guide · Permits
Configure external technician access by giving them only the permissions and company scope they need.
In this guide
Essential steps
- Register the external technician as a user of the platform.
- Assign the profile/permissions according to their function (modules they access and actions allowed), applying the principle of least privilege.
- Define the scope of companies they must manage, relying on portfolio management when working with several.
- Restrict access to clinical modules (Health Surveillance) unless required by their function and authorized.
- Verify the resulting access by logging in or checking the effective permissions before closing the configuration.
Quick tipStart with a restricted profile and expand only as needed. Granting access as needed is safer and faster than withdrawing excessive permissions later.
Limits or points to validate
Interface pending confirmation.
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