Understanding Roles

Overview

Fisher Portal uses a role-based access system to ensure users only see and do what is appropriate for their responsibilities. There are five user types, each with a different level of access. Understanding your role helps you know what you can do within the portal and who to contact when you need something beyond your permissions.

The Five User Types

1. Super Admin

Who: Fisher Security Consulting platform administrators.

Access: Unrestricted access to the entire platform across all client organisations.

Capability	Details
Client management	Create, edit, and delete client organisations
Template management	Manage master register templates and the global document library (486+ templates)
Template deployment	Deploy selected templates to specific client organisations
User management	Create, edit, and delete any user across the platform
Impersonation	Sign in as any user for support and troubleshooting
Client context switching	View the portal as a specific client without impersonating a user
Compliance features	Full access to standards, audits, findings, actions, and evidence across all clients
All lower-role capabilities	Everything Client Admins, FSC Staff, and Client Staff can do

Super Admins see the Admin section in the sidebar with links to Clients, Template Registers, and Template Documents. They also have a client switcher dropdown in the header bar.

The Super Admin dashboard showing platform-wide metrics, a client summary, and the full admin navigation

2. FSC Staff

Who: Fisher Security Consulting consultants and compliance specialists.

Access: Compliance-focused features across assigned client organisations.

Capability	Details
Compliance standards	Assign ISO standards (9001, 14001, 45001, 27001, 22301) to clients
Clause management	View and update clause-level compliance statuses
Audits	Create, edit, and manage compliance audits for clients
Findings	Record and track audit findings
Actions	Create, assign, complete, and reopen compliance actions
Evidence linking	Link documents and register entries as evidence against standard clauses
Export	Export clause status reports
Client resources	View registers, documents, and CMS content for assigned clients

FSC Staff status is determined by one of the following:

Having the admin system role
Having a fisher_admin membership role on a client

The compliance-focused sidebar showing the dedicated compliance navigation used by FSC staff

3. Client Admin

Who: Administrators within a client organisation (e.g. compliance managers, office managers).

Access: Full control over their own organisation’s resources.

Capability	Details
Register management	Create and configure registers, define custom fields, set field ordering
Register entries	Create, edit, submit, approve, and reject entries; bulk operations
Document management	Upload, organise, rename, move, and version documents
Library management	Configure SharePoint-connected document libraries
User management	Add, edit, and remove staff within their organisation
CMS content	Create and edit news posts, FAQs, events, countdowns, and HR pages
Branding	Customise the portal’s appearance with their organisation’s colours, logo, and fonts
Page Builder	Create custom pages within spaces
Staff Directory	View and manage the organisation’s user list
All Client Staff capabilities	Everything a Client Staff member can do

Client Admin status is determined by having a client_admin membership role on the client organisation.

A Client Admin dashboard showing organisation-level widgets and management tools for a single client account

4. Client Staff

Who: Regular employees within a client organisation (e.g. security officers, site supervisors).

Access: View resources and manage their own register entries.

Capability	Details
Dashboard	View personalised dashboard with relevant metrics
Registers	Browse all registers and view all entries within their organisation
Register entries	Create new entries, edit their own draft/rejected entries, submit entries for approval
Documents	Browse the document library and view document details (read-only)
Libraries	Browse SharePoint-connected libraries (read-only)
News and FAQs	View news posts and frequently asked questions
Events and Countdowns	View upcoming events and active countdowns
HR Pages	View human resources content
Notifications	Receive and manage notifications about entries, documents, and system events
Search	Search across all content they have access to
Theme preference	Toggle between light and dark mode

Client Staff cannot create registers, approve/reject entries submitted by others, manage documents, or edit CMS content.

A Client Staff dashboard showing the simpler day-to-day workspace with operational shortcuts and personal activity

5. Unauthenticated (Not Signed In)

Who: Anyone who has not yet signed in to the portal.

Access: Extremely limited — authentication-related pages only.

Capability	Details
Sign in	Access the login page
Sign up	Create a new account (if enabled by the administrator)
Password reset	Request a password reset email
Static pages	View About, Privacy, Terms, and Contact pages

All other features require signing in.

How Roles Are Assigned

System roles (Super Admin, Admin, User) are set on the User record by a Super Admin.
Membership roles (Client Admin, Staff, Manager, Fisher Admin) are set per client organisation through the Memberships system.
A single user can have different membership roles across different client organisations. For example, someone might be a Client Admin for one organisation and a Staff member for another.

Role Hierarchy Summary

Super Admin
  |
  +-- FSC Staff (compliance features across clients)
  |
  +-- Client Admin (full control within their organisation)
        |
        +-- Client Staff (view resources, manage own entries)
              |
              +-- Unauthenticated (login/signup only)

Tips

Not sure of your role? Check the Dashboard after signing in. Your role is displayed on one of the overview cards.
Need more access? Contact your organisation’s Client Admin or Fisher Security Consulting to discuss upgrading your role.
Multiple organisations: If you belong to more than one client organisation, your role may differ between them. Your permissions are always determined by your membership role for the organisation you are currently viewing.

Troubleshooting

Problem	Solution
I cannot see certain sidebar links	Your role does not have access to those features. Contact your administrator if you believe you should have access.
I cannot approve register entries	Only Client Admins (and above) can approve or reject entries. Contact your administrator.
I cannot create new registers	Only Client Admins (and above) can create registers. Client Staff can only create entries within existing registers.
I cannot edit documents	Document management is restricted to Client Admins and above. Client Staff have read-only access to the document library.
I cannot see compliance features (Standards, Audits)	Compliance features are only available to FSC Staff and Super Admins.