User Roles

In Safe Food Pro we have several User roles.  Below is a brief description of what each role can do.

In this Article

• Admin
• Manager
• Tablet
• Tablet Manager
• Internal Auditor
• External Verifier
• User Overview
• Questions to Consider when Assigning User Roles

Admin

The Admin User is the highest level user. This is created automatically when you register your email address in the setup Wizard. You can set up additional Admin users from the Staff & Users page on the Administration Console. 

If you have multiple Safe Food Pro accounts you can set yourself up as an Admin User across each account with the same email address and password. 

• Full access to Administration Console
• Full access to Mobile App 
• Full access to Payment Details 

Manager

The Manager User is very similar to the Admin User with slight restrictions. A Manager can only be set up in one Safe Food Pro account.  

• Access to the Administration Console 
• Full access to the Mobile App 
• Can't view Payment Details 
• Can't add or edit Admin Users 

Tablet

The Tablet User is a sign in used to give you App only access. If you are using a Tablet for your Staff to complete forms on, then you can set up a Tablet user to sign in to the Tablet - or -

if your staff are using their own Mobile device to complete forms, then you can set up all staff individually as Tablet users. 

• Access to the Mobile App 
• Can't add or edit Staff on Mobile App 
• Can't view or edit completed Staff Training, Troubleshooting, or Incident forms on the Saved Forms page on Mobile App 

Tablet Manager

The Tablet Manager User gives you access to only sign in to the Mobile App. With this role you can use your unique pin to: 

• Add or Edit Staff on the Mobile App 
• View and edit high risk category forms such as Staff Training, Troubleshooting, or Incident forms within the Saved Forms page of the Mobile App

This role is great for a Manager that you don't need to have access to the Admin Console.

Internal Auditor

The Internal Auditor User is made for a Manager who manages several sites and wants to have oversite of form completion. This user role will give them the ability to help set up staff and manage forms, equipment, suppliers etc. 

• Access to the Administration Console 
• Can't add or edit Users 
• Can't view Payment Details 
• Access to Mobile App, can complete forms

If you need your Verifier to have the ability to complete forms e.g. they are an inspector who will complete an inspection form on site then you can set them up as an Internal Auditor. 

Once an Internal Auditor is added you can only delete them. 

External Verifier

The External Verifier User is for your Verification/Audit. Set your Verifier up with an External Verifier User so they can have view-only access to your account, that way they can log in to your account and check your Reports before your Verification. 

• View-only access to the Administration Console
• No Mobile App Access 

Once an External Verifier is added you can only delete them. You can choose whether you would like to delete your Verifier out of your account after Verification or leave them in there till next year. 

User Overview

Questions to Consider when Assigning User Roles

• Does the User need access to the Admin Console (to view reports, blue notes, add equipment and staff...)? 
  • If so, I would recommend setting them up as Manager/Admin and not Tablet Manager

• Does the User need access to multiple sites?
  • If so, I would recommend setting them up as an Admin

• Does your User only need limited access to your Safe Food Pro account
  • If so, I would recommend setting them up as a Tablet User

• Does your User only need view only access of your Account?
  • If so, I would recommend setting them up as an External Verifier

• Does the User need access to Payment Details?
  • If so, I would recommend setting them up as an Admin

• Will the User need to have access to have the ability to view and edit previously completed Staff Training, Troubleshooting, or Incident forms?
  • If so, I would recommend setting them up as an Admin, Manager or Tablet Manager

• Will the User need Manager permissions with only Mobile App access?
  • If so, I would recommend setting them up as a Tablet Manager