SRM SupportPersonnel

Personnel

Owned by Dennis
Last updated: 01/Oct/2020

What are Personnel?

 

Personnel are individuals that belong to your company that you wish to log in and use one of the Security Risk Manager Applications:

 

Types of Personnel

Role

Who are they?

What can they do?

Role

Who are they?

What can they do?

https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/665846015

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

Change pricing plans

Manage the services the company provides

Create and edit:

  • Managers.

Everything a Manager can do!

https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/665616577

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!

https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/665846032

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

Perform:

Monitor:

Assign

Abort tasks:

  • Patrols; and

  • Emergency responses.

https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/665616584

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.

Perform:

https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/659784445

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

Perform:

Why do I need them?

You will need:

  • Account holders to manage the SRM account

  • Responders to use SRM-Responder

  • Guards to use SRM-Sentry

All the other roles are optional and there to assist you in managing your day-to-day operations.

 

Creating Personnel

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 https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/682786881

Supervisors, Responders, and Guards can be created by the Account Holder and Managers on the https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/678887754

  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 '*')

 

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

Qualifications are for types of assets so if your personnel is qualified to use your Range Rovers then they can use all of the individual Range Rovers. Manage your asset qualification requirements in the https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/659784376 panels.

 

Managers and Supervisors can be set to be Responders allowing them to access SRM-Responder. This will impact your subscription (https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/659784428)

6. Hit the save button!

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

You should now see your newly created Personnel in the list and they can now sign in.

Editing Personnel

Personnel are edited from the Personnel Detail panel.

  1. Go to the Managerial View or Account View

  2. Open the Personnel Tab

  3. Select the Personnel you wish to edit

 

4. Select the edit button on the detail panel

5. Change the fields you wish to update

6. Hit the save button!

 

Archiving

Archiving allows you to remove the Personnel from use. It will prevent them from signing in and using the system.

Archived personnel will also be removed from your subscription (https://securityrisk.atlassian.net/wiki/spaces/SHD/pages/659784428)

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