What is the difference between the Administrator and Manager roles?
The main differences include:
- Primary Account Administrator – Access to configure system rights and permissions and access to all account management functions, including updating billing information. The Primary Account Administrator also serves as the main point of contact for VelocityEHS. Each account can only have one Primary Account Administrator.
- Account Administrators – Same permissions as the Primary Account Administrator except they do not have the ability to update billing information.
- Administrators – Access to configure some system rights and permissions and access to most day-to-day account management functions.
- Managers – Access to management functions for specific locations within the account.
Below is a chart that lists some of the functions of an account and which roles have access to them by default.
| Primary Account Administrator | Account Administrator | Administrator | Manager | |
| Has all system rights | Has almost all system rights | Has some system rights and day-today management of the account | Has location specific rights and day-to-day management of documents assigned to their locations(s) | |
| General Account Settings | Primary Account Administrator | Account Administrator | Administrator | Manager |
| Access to Billing Information | X | |||
| Access to all Locations | X | X | X | see note 1 |
| Manage Users and Roles | Primary Account Administrator | Account Administrator | Administrator | Manager |
| Create New Roles* | X | X | X | |
| Create New Users* | X | X | X | |
| Edit permissions for existing roles* | X | X | X | |
| Settings Menu | Primary Account Administrator | Account Administrator | Administrator | Manager |
| General Settings | X | X | X | |
| Product Summary | X | X | X | see note 2 |
| Inventory and Locations | X | X | X | see note 3 |
| Queue and Approval | X | X | see note 4 | |
| Product Summary | Primary Account Administrator | Account Administrator | Administrator | Manager |
| Add/Edit/Delete Indexed Data | X | X | X | X |
| Archive | X | X | X | |
| Delete | X | X | X | |
| Edit Approval Status | if enabled | if enabled | if enabled | |
| Assign document to any Inventory location | X | X | X | |
| Assign document to only their assigned Inventory locations | X | |||
| Create new label templates | X | X | X | X |
| Queue and Approval | Primary Account Administrator | Account Administrator | Administrator | Manager |
| Delete items from the Queue | X | X | X | if enabled |
| Add documents for all Locations | X | X | X | |
| Add/Approve documents as part of Product Approval^ | X | X | X | |
| Add documents for only assigned locations | X | |||
| Add/Approve documents as part of Site Specific Approval | X | X | X | X |
Note 1: By default, Managers can search for and see SDSs assigned to any location, but they will only see the locations to which they themselves are assigned in the All Locations drop-down menu. Manager permissions can be restricted to only see SDSs at the locations to which they themselves are assigned. See Editing Manager Role Settings for more information.
Note 2: Managers have access to some functions in the Product Summary settings menu. These include: Attached File Categories, Manufacturer List, Master Chemical List, and access to add, edit or delete items from the list of available indexing options based on which indexing modules are enabled in the account and to which modules they have Manage Module Data access. See Indexing safety data sheet information and Editing Manager Role Settings for more information.
Note 3: Manager have access to the Inventory and Locations menu under System Settings but by default they will only be able to manage Reporting Groups. Manager permissions can be adjusted to allow them the ability to add or edit locations. See Editing Manager Role Settings for more information.
Note 4: By default, Administrators have access to the Queue and Approval menu under System Settings. However, by default they do not have the ability to create or configure approval workflows. See Editing Administrator Role Settings for more information.
* Administrators can edit permissions for and create new Managers and General Users.
^Product Approval is the default setting when “Subject to Approval” is checked for any role.
