Topics

# Configuring OiRA

Fine tune OiRA to your needs by allowwing more users access to your organisation or change the way your organisation appears within OiRA.

### Organisation

Every risk assessment belongs to an organisation. Users who can access the organisation can access its risk assessments.

Example of an organisation screen with multiple organisations.

When you create a new user account, without using an invitation to an organisation, an organisation is automatically created for you. The organisation is used for storing the risk assessments.

The organisation screen can be reached through the main screen by clicking on the tab called ‘Organisation’.

With the organisation screen in front of you, you’ll see all organisations that you have access to listed on the left-hand side. In most cases, you will see only one organisation. But in case you have access to other organisations as well, for instance because you’re an OiRA consultant, then you’ll see more than one organisation listed.

The name of your organisation will by default sound like ‘Organisation of …’, where the … is replaced by the first name of the first user of this organisation. If the name of this user is unknown, then as a fallback this user’s e-mail address will be shown. It is possible to change the name of the organisation and to upload a logo for it by clicking on the button ‘Edit organisation’ on the right-hand side.

It is possible to create additional organisations by clicking on the sign if you’re overseeing more than one organisation and you want to keep the risk assessments that belong to them separate.

### User management

On the right-hand side, you’ll see a list of users who can access the selected organisation. You should see your own name (if it’s known to the system) or your e-mail address amongst the list of users who can access the risk assessments of your organisation.

#### Editing your name

It’s recommended to enter your own name into the application, because it will improve your recognisability to other users throughout the application later on. You can change your name by clicking on the triple dot symbol at the end of the row that has your name on it and then choose ‘Edit’.

#### Roles and permissions

Next to the names of the users, you’ll see your role within the organisation. There are 5 possible roles.

- Basic — User can only take trainings.
- Edit — User can take trainings and view and edit all risk assessments.
- Manage — User can take trainings, view and edit all risk assessments, request validations and lock risk assessments.
- Validate — User can take trainings, view and edit all risk assessments and validate risk assessments.
- Full — User view and edit all content and add or remove users to or from the organiation.

#### Adding a user to your organisation

You can add an extra user, such as an employee or an OSH consultant, to your organisation by clicking on the ‘Add user’ button. A panel will appear that asks you to choose the permission level for the new user. You can still change the permission level of the user afterwards. Once you’ve set the permission level, click ‘Invite by e-mail’ to send the invitation.

When you click ‘Invite by e-mail’, your e-mail client will open with a new e-mail with a link in it that people can use to join your organisation. The link is valid for five days and you may send it to as many people as you would like to join your organisation.

Scroll to top Load toolbar…
Back

## configuring.md

More…

- New risk assessment
- Show archived risk assessments
- All types of risk assessments Only regular risk assessments Only contractor risk assessments

Help

Standard search Advanced search

- Splash and Shine Cleaners Last saved 19 days ago based on EU Cleaning More
- Commercial Guardinng, Leicester Last saved 2 months ago based on Private Security EU More
- Private Security, Grafton Street Last saved 2 months ago based on Private Security EU More
- Office operations in times of COVID-19 Last saved 4 months ago based on COVID-19 More