# Roles, Responsibilities and App Permission settings

## 🧑‍🎓<mark style="color:orange;">! Key Information</mark>

<mark style="color:orange;">This section refers to the asset</mark> <mark style="color:orange;"></mark><mark style="color:orange;">**ROLES**</mark> <mark style="color:orange;">**available**</mark> <mark style="color:orange;"></mark><mark style="color:orange;">for</mark> <mark style="color:orange;"></mark><mark style="color:orange;">**app users**</mark><mark style="color:orange;">, and the</mark> <mark style="color:orange;"></mark><mark style="color:orange;">**permission (app access) settings**</mark> <mark style="color:orange;"></mark><mark style="color:orange;">for</mark> <mark style="color:orange;"></mark><mark style="color:orange;">**each**</mark><mark style="color:orange;">**&#x20;**</mark>*<mark style="color:orange;">**role.**</mark>*

#### Roles can be set up at the fleet level and shared across multiple assets, or be unique to each asset.

#### You can create as many roles as you like, and assign each role **one of three** different **ACCESS LEVELS**.&#x20;

Each **ACCESS LEVEL** has multiple sections, each of which can be set to either **EDIT, VIEW, or NONE**.

1. **EDIT:** App users can make changes to the that section of the SMS or asset profile.&#x20;
2. **VIEW**: App users can view that section and complete logs, but are unable to make edits to the content. I.E. if the section "Crew Management" is set to "View" the user can see the crew list but cannot add or remove crew. Or if the section Maintenance is set to EDIT, users can complete logs AND change the maintenance checklist items.
3. **NONE:** Users simply do not have this button or feature in their version of the app.

<figure><img src="/files/yjjddUjYJUm5gjrrZ6S4" alt=""><figcaption></figcaption></figure>

**Each role can have up to ten responsibility or other statements attached to it.**

**Each role also has unique notification settings for in app notifications**&#x20;

***

## :man\_construction\_worker: Manage Roles and Access for each marine asset

### Step 1: Navigate to the Roles & Responsibilities page

This can be found by clicking into a marine asset then the People Tab, then Crew Roles and Responsibilities.

<div align="left"><figure><img src="/files/LduHp6fP3FU5OCwiIgwu" alt=""><figcaption></figcaption></figure></div>

### Step 2: Click on an existing role to view and edit the role details:

{% hint style="info" %} <mark style="color:blue;">**HINT: Use the tabs at the top of the page to switch between the APP ACCESS LEVEL settings and the ASSET ROLE details.**</mark>
{% endhint %}

<div align="left"><figure><img src="/files/aYJd8yBkNylk4ZxqWvLi" alt="" width="563"><figcaption></figcaption></figure></div>

### Step 3: Edit the details, notification settings and crew access level for each role.

{% hint style="info" %}
If a notification box is checked, the user will receive an **in-app notification** any time one of the applicable **logs or actions is completed** in the app **by any user on that asset.**
{% endhint %}

<div align="left" data-full-width="false"><figure><img src="/files/ZTR3ZJENFiXsl1joxDX6" alt=""><figcaption></figcaption></figure></div>

### Step 4: Modify the role Access Levels (optional):

Note: Each of the three access levels is independent of the others. You can assign any number of **roles** to the same **access level**.

{% hint style="info" %} <mark style="color:blue;">**REMEMBER: Access levels set here determine what the users can do and access in the OffshoreSMS mobile app (not the fleet dashboard).**</mark>
{% endhint %}

#### Options available for access levels for each section in the app:

<table><thead><tr><th width="142">Option</th><th>Explanation</th></tr></thead><tbody><tr><td>None</td><td>These sections won't appear in the app for the user</td></tr><tr><td>View</td><td>The user will be able to view and complete logs in the app</td></tr><tr><td>Edit</td><td>The user will be able to view/edit these sections, as well as make edits to content (ie edit SMS content, add or remove plant or equipment)</td></tr></tbody></table>

***

## Create a new role for the marine asset:

{% hint style="info" %} <mark style="color:blue;">**HINT: If you have the same or similar roles across all your assets, set up the roles at the**</mark><mark style="color:blue;">**&#x20;**</mark>*<mark style="color:blue;">**fleet level**</mark>*<mark style="color:blue;">**&#x20;**</mark><mark style="color:blue;">**and simply assign the fleet role to each vessel as required.**</mark>

<mark style="color:blue;">**Click here to read about how to manage**</mark> [Fleet Content](/your-fleet/fleet-content.md)<mark style="color:blue;">**.**</mark>
{% endhint %}

#### 1. Click on the "Add a Role" button at the bottom of the screen:

<div align="left"><figure><img src="/files/op63MvYV1vvzEk7pwaR7" alt="" width="563"><figcaption></figcaption></figure></div>

### Option 1: Create a new role for the vessel/asset:

#### 1.a Click on the button that says "Create a new asset role":

<div align="left"><figure><img src="/files/Gfw3bu5wS7FJBfkqSfn4" alt="" width="563"><figcaption></figcaption></figure></div>

#### 1.b Name the new role, assign an access level and hit Save Role:

<div align="left"><figure><img src="/files/x3jld5qVI6RdU1IuAWcv" alt="" width="563"><figcaption></figcaption></figure></div>

***

### Option 2: Assign a fleet level role:

#### 2.a Click the Add a Role button at the bottom of the screen and select "Link a Fleet Role":

<div align="left"><figure><img src="/files/pRLsX6ctoaHjvD4bsVmd" alt="" width="563"><figcaption></figcaption></figure></div>

#### 2.b Select an available fleet level role and Update Fleet Roles:

<div align="left"><figure><img src="/files/ytmzy4SLEI2gtrabhIR8" alt="" width="563"><figcaption></figcaption></figure></div>

## :anchor: Creating Fleet Level Roles:

{% content-ref url="/pages/qpifSN2eLeiOZMraGZhG" %}
[Fleet Content](/your-fleet/fleet-content.md)
{% endcontent-ref %}


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