⛑️Roles, Responsibilities and App Permission settings

This page explains how the crew ROLE system works.

🧑‍🎓! Key Information

This section refers to the asset ROLES available for app users, and the permission (app access) settings for each role.

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.

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.

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.

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

Each role can have unique notification settings.

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👷‍♂️ 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.

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

HINT: Use the tabs at the top of the page to switch between the APP ACCESS LEVEL settings and the ASSET ROLE details.

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

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.

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.

REMEMBER: Access levels set here determine what the users can do and access in the OffshoreSMS mobile app (not the fleet dashboard).

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

Option	Explanation
None	These sections won't appear in the app for the user
View	The user will be able to view and complete logs in the app
Edit	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)

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Create a new role for the marine asset:

HINT: If you have the same or similar roles across all your assets, set up the roles at the fleet level and simply assign the fleet role to each vessel as required.

Click here to read about how to manage Fleet Content.

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

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

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

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

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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":

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

⚓ Creating Fleet Level Roles:

⚓Fleet Content