You can manage who has access to Solution Host and what they can do using the User Admin area. HS Direct adds new users from our end — once added, you can assign and adjust their roles yourself.
Assigning a role to a user
Go to Settings from the top navigation.
Select User Admin.
Find the relevant user.
Select the role you want to assign from the available options.
Save your changes.
Understanding roles
Role Owner — gives full access to everything available in the client account.
Other roles can be customised to restrict or allow specific areas.
Creating a custom role
In User Admin, go to the roles section.
Click Add Role.
Name the role and configure the permissions.
Alternatively, copy an existing role and edit it to suit.
💡 Tip: Creating custom roles is useful if you have managers who need access to specific areas only — for example, HR access without safety document editing.
⚠️ Note: New users must be added by HS Direct. Contact your consultant or support team to request a new user be set up.