---
title: "Roles and Permissions in Risk Management"
slug: "roles-and-permissions-in-risk-management"
tags: ["v8.2"]
updated: 2025-11-07T21:17:16Z
published: 2025-11-07T21:17:16Z
canonical: "docs.serenityops.com/roles-and-permissions-in-risk-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.serenityops.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles and Permissions in Risk Management

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.