Serenity's Risk Management application offers a powerful and flexible permissions model that supports safe, scalable collaboration across teams. Whether you're running a one-time hazard analysis or rolling out standardized risk protocols across global sites, access controls ensure the right people can create, review, and complete assessments securely.
Default Access
Anyone can complete a risk assessment assigned to them or a group they belong to—no elevated permissions required.
Creating new assessments or managing templates requires a designated risk assessment role.
Template-specific permissions further refine who can use and view each template.
Risk Assessment Roles
These roles can be granted via the Access Management page within the Serenity Workspace:
Risk User
Can create risk assessments using:
Templates they own
Templates explicitly shared with them by template owners
Can view and complete assessments:
Opened by them
Assigned directly to them
Assigned to a group they belong to
Shared with them via template configuration (if allowed)
Can edit templates that they are the owner of
Risk Manager
Inherits the permissions of the user role
Can reopen closed risk assessments
💡 Great for team leads or site safety managers needing broader oversight
Risk Template Editor
Can create new templates
Can view and edit all templates, including those they do not own
Risk Admin
Has full access to all risk assessments and templates
Can view, edit, delete, and reopen any assessment or template
💡Ideal for system admins, EHS directors, or corporate-level roles
Template-Level Permissions
Serenity’s risk assessments are built from reusable templates. These templates can be configured by their owners to control who can:
Create new assessments using the template
View and complete assessments created from the template
As a Template Owner, You Can:
Share a template with specific users or groups
Control view and usage rights for each audience
Set default permissions for new assessments created from the template
By combining system roles and template-level controls, Serenity provides a fine-grained permissions model that adapts to teams of any size or complexity.