Extension of Data Access via Contact Persons


By assigning a contact person, a user's data access can be selectively expanded. This makes it possible to grant any user in the system access to another user's data—independent of the hierarchical structure. The assigned contact person gains access to all data of the selected user as well as to the information of all their subordinates.


Typical use cases include assigning functions such as Safety Officers (SiBe) or Workplace Safety Contact Persons (KOPAS).


Note:

Administrators can see all data in the system with their own account. However, if data access is granted to an administrator, they do not see all data! They only gain access to the administrator’s own data and that of their subordinates. This functionality is always based on the organizational structure.


Available Fields

Role NameIndicates the function or role of the assigned person (e.g., Safety Officer, KOPAS).

This name becomes relevant particularly if the person is to be available later for selection or assignment within the system.
Assigned PersonThe person who is granted extended data access.
User's Data AccessThe person whose data is made accessible to the assigned person – including all their subordinates.


Settings

MeasuresGrants access to the Measures module. This option is automatically enabled when access to Audits or Events is granted.
Planned AuditsAllows access to the Planned Audits module.
Spontaneous AuditsAllows access to the Spontaneous Audits module.
Incident InvestigationsAllows access to the Events module.
Available for Selection/AssignmentMakes the assigned person (including role title) available in the system to be assigned to measures, audits, or events.


Assignment


If the user is enabled for selection/assignment, they will appear in the list of responsible persons for each entity.


Important: Once the entity is saved, the responsible person is automatically updated to the assigned user!