Users and roles
Who can use an account today
- The person who creates a workspace is its owner and chooses a role at sign-up.
- Invites: in the sponsor workspace (Settings, People) and in the RAMS, HR and commercial workspaces (Settings, Team) you can record an invite with an email address and a role. An invite is stored as pending. There is no step yet where an invited person accepts it and joins, so an invite does not give anyone access.
- The welding and sponsor plans set no user cap. The RAMS Pro, HR Micro and Commercial Solo plans include one user.
Team plans: coming soon
Team plans are coming soon. RAMS Team, HR Small, HR Growing and Commercial Team cannot be bought yet, because checkout for them opens only once invited users can join their workspace. No dates are promised. See Plans, prices and billing.
Welding documentation roles
- Owner / Director: Business owner or director overseeing the welding workspace.
- Responsible Welding Coordinator: Owns welding coordination and qualification oversight.
- Quality Manager: Manages records, traceability, and quality documentation.
- Operations Manager: Coordinates workshop operations and upcoming requirements.
- Admin: Handles day-to-day workspace administration.
The five roles are recorded on the account and work the same way in the product, with one exception: only the owner or director and an administrator can download the workspace archive or a job export.
UK sponsor compliance roles
| Role | Add and edit workers | Upload evidence | Manage alerts | Delete or archive | Settings and team | View and export packs |
|---|---|---|---|---|---|---|
| Owner / Director | Yes | Yes | Yes | Yes | Yes | Yes |
| HR Manager | Yes | Yes | Yes | No | No | Yes |
| Operations Manager | Yes | Yes | Yes | No | No | Yes |
| Office Manager | Yes | Yes | Yes | No | No | Yes |
| Immigration Admin | Yes | Yes | Yes | Yes | Yes | Yes |
| External Adviser | No | No | No | No | No | Yes |
| Read-only Auditor | No | No | No | No | No | Yes |
Any role can be chosen when you record an invite. A role that is not allowed to change records is read-only: it can view and export but cannot make changes. An unknown role is treated as read-only.
Health and safety / RAMS, HR and employment, commercial roles
| Role | View | Add and edit | Archive | Settings | Export |
|---|---|---|---|---|---|
| Owner / director | Yes | Yes | Yes | Yes | Yes |
| Admin | Yes | Yes | Yes | Yes | Yes |
| Operations manager | Yes | Yes | No | No | Yes |
| Read-only auditor | Yes | No | No | No | Yes |
The owner role is never invited. Invites can use these roles: Admin, Operations manager, Read-only auditor.
Try it on your own records.
Your first records and due dates take a few minutes to set up.