Each Compliance Safe user is assigned a role that controls what a user can do and see in Compliance Safe.

  • Account Manager: Full access to all Locations and Documents. They can do and see everything. Optionally can be given access to control billing.
  • Location Manager: Full access to only their assigned Locations and applicable Documents (for example, a regional manager could have access to the three Locations that they are responsible for and upload / edit and share Documents for those Locations).
  • Document Viewer: View-only access so that they can print and download Documents from their designated Locations.
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