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Manage Users & Roles
This section explains how administrators can onboard users, assign appropriate roles and permissions, and organize users into groups to control access and responsibilities across the platform
Create Roles and Permissions
Roles control which iPermits modules, permit actions, and safety features a user can access. Each role defines what a user can view, create, review, approve, issue, or manage within the iPermits system. Roles are typically aligned with permit personas such as Permit Requestor, Reviewer, Authorizer, Issuer, Safety Officer, and Administrator.

Title and Copyright
Copyright and Terms of Use page for iPermits Configuration.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Introduction
The iPermits Configuration Guide is your blueprint for shaping how iPermits works in your organization.
Log in to Application
This Section guides users on how to securely access the platform using their credentials across web and mobile applications.
Navigate to the iPermits Configuration
This section helps you get familiar with the layout of the platform and how to access various modules efficiently.
Customer Tenant Onboarding with Azure IDP
This section provides step-by-step instructions to configure a customer’s Azure Active Directory (Azure AD) for federated Single Sign-On (SSO) with Innovapptive mobile applications. It applies to IT administrators and implementation engineers performing customer onboarding.
Authentication Identity Configuration
This section explains how Innovapptive’s mobile applications handle user authentication in a multi-tenant deployment environment. The authentication framework is based on federated Single Sign-On (SSO) and secure token-based session management.
Manage Users & Roles
This section explains how administrators can onboard users, assign appropriate roles and permissions, and organize users into groups to control access and responsibilities across the platform
- Add and Modify Users
  Administrators can create users manually or in bulk, assign them roles, link them to plants, and control their access period.
- Manage User Groups
  User Groups simplify access control by grouping users with similar responsibilities. This allows admins to assign permissions at the group level instead of individually.
- Create Roles and Permissions
  Roles control which iPermits modules, permit actions, and safety features a user can access. Each role defines what a user can view, create, review, approve, issue, or manage within the iPermits system. Roles are typically aligned with permit personas such as Permit Requestor, Reviewer, Authorizer, Issuer, Safety Officer, and Administrator.
- Bulk Upload Users
  Administrators can streamline user creation by uploading multiple user records at once using an Excel template. This method is ideal for onboarding large teams efficiently.
Maintain Master Data
This section explains how to set up and manage the core reference data required to configure iPermits, ensuring consistent behavior across permits, workflows, safety rules, and reports across plants and teams.
Configure iPermits Settings
The Core Settings in iPermits define how key features behave across your organization. These settings control fundamental aspects of daily use, such as mobile bottom navigation, dashboard availability, and AI-powered capabilities.
Integration Setup
This section explains how to integrate Work Order data or other source systems into iPermits to enable permit creation and ensure permits are aligned with operational work planning and execution.
Design and Manage Permit Template
This section explains how administrators can create and manage permit templates to standardize permit structure, validations, and compliance across plants.
Design and Manage JHA Template
This section explains how administrators can create and manage JHA templates to standardize JHA structure, validations, and compliance across plants.
Design and Publish Forms
This section explains how to create and manage configurable Forms that can be embedded into permits and JHAs to enforce safety and compliance before work begins.
Customize Platform Settings
Set Up Notifications
The Notification Engine gives administrators control over system-generated alerts, helping teams stay informed about workflow events without being overwhelmed. It’s integrated with the iPermit mobile app, enabling flexible communication across devices.

Create Roles and Permissions

Roles control which iPermits modules, permit actions, and safety features a user can access. Each role defines what a user can view, create, review, approve, issue, or manage within the iPermits system. Roles are typically aligned with permit personas such as Permit Requestor, Reviewer, Authorizer, Issuer, Safety Officer, and Administrator.

To create a role and assign permissions:

Navigate to User Management > Roles and Permissions.

Figure 1. Roles and Permissions Screen
Click Add Role.
Fill in Role Name and Role Description.
Click Save.
Select the new role.
Choose the modules that are required for the role or persona on the right-side.
Click Save.
Use More icon > Copy to clone existing roles.

Use More icon > Delete to delete the role.
Note:
- The Super Admin role cannot be edited or deleted. It can only be copied.
- You cannot delete a role that is currently assigned to users. Unassign users first, then delete the role.
- You cannot delete roles that are assigned to users or edit the Super Admin role.
- • Assign permissions carefully to ensure segregation of duties — for example, the same user should not both issue and authorize permits unless required by policy.
Best Practice for iPermits Role Design

Align roles with permit responsibilities:
- Permit Requestor - Create and submit permits.
- Permit Reviewer - Review risk, JHA, and safety controls.
- Permit Authorizer - Approve permits based on authority.
- Permit Issuer - Issue permits and validate site readiness.
- Permit Holder - Execute work under approved permits.
- Safety / EHS Admin - oversee safety rules and compliance.
- System Admin - manage configuration and access.