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Role

Who are they?

What can they do?

Account Holder

The person who set up the account. They log in to SRM-Portal using their email.

Change pricing plans

Mange Manage the services the company provides

Create and edit:

  • Managers.

Everything a Manager can do!

Managers

The person who helps the account holder to set up the company. They log in to SRM-Portal using their email.

Create and edit:

Generate reports and view historical data.

Everything a supervisor can do!

Supervisors

The person who manages the day to day operations. They log in to SRM-Portal using their email.

Create and Edit:

Events and Incident Reports

Perform:

Monitor:

Assign

  • assets Assets to responders and guards;

  • responders and guards to patrols; and

  • responders to emergency responses.

Monitor:

  • Events;

  • Patrols;

  • Emergency responses; and

  • Visitors to sites.

Abort tasks:

  • Patrols; and

  • Emergency responses.

Responders

A person added to the system to use SRM-Responder. Supervisors and Managers can be marked as Responders as well. They log in to SRM-Responder using their email.

Create and EditPerform:

  • Events and Incident Reports

Perform tasks:

Guards

A person added to the system to use SRM-Sentry. They log in using their Employee Id

CreatePerform:

  • Events and Incident Reports

Perform tasks:

Why do I need them?

You will need:

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Account Holders cannot be created except by contacting support@securityrisk.com. All accounts can only have one active account holder.

Managers , and Supervisors can be created by the Account Holder on the Account View

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  1. Go to the Managerial or Account View

  2. Select the Personnel tab

  3. . Click the Add button

     

  4. Fill in the mandatory information (marked with an '*')

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5. Qualifications are used to allow your personnel to use assets in your company. Simple Simply select the category and , asset type and when the duration where the qualification is valid from to allow them to be assigned assets that require a qualification.

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Note

If you create a Manager, Supervisor, or Responder, the person will receive an email to set up their SRM account.

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