Setting a position's permissions (personal pages and cards)

A position sets everyone's own side, so a new hire sees the right pages the moment they're given it: their own FieldView, pages and Overview cards. The Admin side isn't set on positions — a Company Admin makes someone an Admin and chooses their modules on that person's profile, under Access (see "How permissions work").

Who can do it

A Company Admin. A Company Admin always has everything on the plan, whatever any position says.

Set it up

1. Admin side → Organization → Positions. New position if it doesn't exist yet (e.g. Fleet Manager).
2. Pick the position on the left. Its Permissions tab opens.
3. Modules: for each module, set the Personal side to Shown or Hidden. The Admin column says Set on each Admin's profile. A module with no personal page says so.
4. Overview cards: Shown or Hidden for each personal card — Inspections, Field Level Hazard Assessment, Report an Observation and filing a PIN. Company cards follow module access and have no switch here.
5. Press Save changes (it counts them: Save 3 changes). The button sits above the tabs and again below them while anything is unsaved, and changes on every tab save together. Discard throws them away.

What someone gets when nothing is set

• Admin side: none from the position, ever. An Admin has exactly what is set on their own profile.
• Personal side: Shown. Filing PINs, FLHAs, inspections, observations and forms, and their own certificates, action items, training and meetings, all work with nothing on the Admin side.
• Company cards: shown to anyone who can see the module behind them.

A supervisor who reviews PINs, say, needs to be an Admin with Incidents on: make them an Admin on their profile → Access and turn on just the modules they need. Since 27 October 2026 a position no longer gives anyone Admin-side access.

Things the table tells you

• Off company-wide: the module is switched off for everyone in Account → Module Visibility. Fix here opens that switch.
• A plan name (e.g. Enterprise plan): the module isn't on your plan.
• Admin access isn't here: it is set on each Admin's own profile, Off, View, Edit or Delete per module.

One person different from their position

Open the worker → Access → Their own pages. Leave a module on Default to keep following their position; set it only when this one person really differs.

What a position requires

Next to Permissions, the Required Certificates, Training, Documents, Forms and Policies tabs list what everyone in the position must hold, complete or acknowledge. Those are set from each item's own Assignment tab — the certificate type, course, form, policy or document.

For the full order in which things are checked, see "How permissions work".