Roles in Serenity define what users can view, create, edit, and manage within the platform. Assigning the right roles is key to ensuring users have access to the tools they need — without exposing sensitive or unnecessary data.
How Roles Work
By default, all users can:
Report incidents
Submit findings (e.g., hazards, observations)
Complete tasks that are explicitly assigned to them or to groups they are a member of
(e.g., inspections, risk assessments, corrective actions)
To perform additional actions, users must be assigned one or more roles.
These include permissions for:
Launching new inspections or assessments
Monitoring open items across the organization
Consuming reports and dashboards
Managing other users' submissions or workflows
Note: Roles may require a user license. Please contact your Serenity Sales Representative for details before assigning new roles.
Available Roles
Roles are organized into categories. Each category lists the roles that can be assigned and what they allow.
Category | Role | What It Allows |
|---|---|---|
Environmental, Health, & Safety | Admin | Full access to view, edit, and delete all EHS incidents and investigations. Admins can also reopen closed records. |
Environmental, Health, & Safety | Manager | View all EHS incidents and investigations and edit those that are in an open state. |
Environmental, Health, & Safety | User | View and edit open EHS incidents and investigations that are assigned to them or to one of their groups. |
Environmental, Health, & Safety | Privacy Case User | View and edit injury reports that have been classified as a privacy case. |
Findings & Actions | Admin | Full access to view, edit, and delete all findings and corrective/preventive actions. Admins can also reopen closed findings and actions. |
Findings & Actions | Manager | View all findings and actions and edit those that are in an open state. |
Findings & Actions | User | View and edit open findings and actions that are assigned to them or to one of their groups. |
Inspections | Admin | Full access to view, edit, and delete all inspections and inspection templates. |
Inspections | Manager | Reopen closed inspections and create new inspection templates. |
Inspections | User | Create and assign new inspections. Users can also view and edit open inspections that are assigned to them or to one of their groups. |
Inspections | Template Editor | Create, view, and edit all inspection templates. |
Organization Settings | Admin | Full access to create, edit, and delete establishments, processes, assets, and other organization entities. Also allows access to administer system properties and settings. |
Organization Settings | Manager | Create new establishments, processes, assets, and other organization entities. |
Organization Settings | User | View establishments, processes, assets, and other organization entities. |
Risk Assessments | Admin | Full access to view, edit, and delete all risk assessments and risk assessment templates. Admins can also reopen closed risk assessments. |
Risk Assessments | Manager | View all risk assessments and edit those that are in an open state. |
Risk Assessments | User | Create and assign new risk assessments. Users can also view and edit open risk assessments that are assigned to them or to one of their groups. |
Risk Assessments | Template Editor | Create, view, and edit reusable risk assessment templates. |
Note: Not every category includes every role. Template Editor is available only for Inspections and Risk Assessments, and Privacy Case User is available only for Environmental, Health, & Safety.
Assigning Roles: Users vs Groups
Roles can be assigned in two ways:
At the group level (Recommended)
Navigate to Access Management → Groups
Open a group
In the Roles & Permissions section, toggle the roles you want to assign
Select Save. All users in the group will inherit those roles
At the individual user level
Navigate to Access Management → Directory
Click on a user’s name
In the Roles & Permissions section, toggle the desired roles
Select Save
You can also add a user to a group from the Group Membership section of their record.
Best Practice: Assign roles at the group level to reduce maintenance and ensure consistency. This makes onboarding and role changes easier across departments and sites.
Inherited Permissions
If a user is in one or more groups, they’ll automatically receive all the permissions assigned to those groups. These inherited roles appear on the user’s profile under Roles & Permissions with an Inherited label, as shown in the screenshot below.
Managing Permissions
Admins can view, toggle, and update roles from both:
The Directory tab
The Groups tab
Role assignments are grouped by function (Environmental, Health, & Safety; Findings & Actions; Inspections; Organization Settings; and Risk Assessments) and include a description for each permission level.