ROLES, GROUPS & HIERARCHY
Model Your Whole Organization,
Not a Flat User List.
Real field organizations aren't flat. There are crews, supervisors, departments, contractors, and clients, each needing to see different things. Field1st models that structure with seven roles, per-group permissions, and a real hierarchy — so everyone sees exactly what pertains to their job and nothing that doesn't. It's the part no other field safety tool built.
THE PROBLEM WITH FLAT TOOLS
Multi-Employer Worksites
Break Flat Software.
Most field safety apps treat everyone the same: one big user list, one set of forms, everyone sees everything. That falls apart the moment you have multiple departments, multiple sites, and subcontractors who shouldn't see each other's data — or shouldn't need a paid seat just to sign a brief.
Field1st was built for that reality. Access maps to how your organization actually works, so a distribution crew sees distribution forms, a contractor sees only their job, and a client admin sees the whole program — all from the same platform.
SEVEN PURPOSE-BUILT ROLES
Access That Fits the Job.
Each role carries exactly the access its work requires, and every role's access can be restricted per group.
01
User
Field crews who start, complete, and submit documents from the forms their group can access.
02
Group Manager
Sees all documents and reports for their group, and manages the crews within it.
03
Reporter
Read access to reporting, for roles that need visibility without editing rights.
04
Form Architect
Creates and edits form types, templates, and data sets for their assigned groups.
05
Content Editor
Creates and manages resources — Defenses and Operational Experiences — for their groups.
06
Client Reviewer
Read access across documents, reporting, groups, and users for oversight.
07
Client Admin
Full control: users, groups, forms, content, settings, and company-wide configuration.
GRANULAR, PER-GROUP PERMISSIONS
Read and Write,
Controlled by Role and Group.
Permissions aren't one big on/off switch. Each role has specific read and write access to documents, reporting, forms, content, and people — and it can all be scoped to individual groups.
A simplified view. Field1st controls read/write access across documents, reporting, groups, participants, feedback, work orders, form lists, templates, form types, data sets, and resources — each restrictable per group.
HOW THE STRUCTURE WORKS
Groups, Terminology, and a
Real Chain of Command.
01
GROUPS
Departments, Compartmentalized
Groups work like departments. Forms, templates, and documents can be scoped so each crew only sees what pertains to their work.
02
SUPERVISOR HIERARCHY
Sign-Offs Up the Chain
Assign supervisors to workers, route notifications on submission, and limit edits to the creator, their supervisor, or all participants.
03
TERMINOLOGY
Your Words, per Group
Rename terms group by group so the software speaks each crew's language — one of the simplest ways to lift adoption.
RENAME ANY OF THESE, PER GROUP
CONTRACTOR SAFETY MANAGEMENT
Bring Subcontractors in, No Seats Required.
The hardest part of a multi-employer worksite is getting everyone's safety data into one place. Field1st solves it with QR codes and guest access — so contractors participate without a full license, and you still see exactly who did what.
01
QR + MAGIC LINK
Scan and Go
Every form has a QR code. A subcontractor scans it, gets a magic link by email, and completes the form on their phone.
02
GUEST PROFILES
Controlled Access
Guests create a temporary profile, optionally gated by a company code, and appear in your user list flagged as contractors.
03
FULL VISIBILITY
You See Everything
Admins and group managers keep complete visibility into who accessed and completed each form, across every employer on site.
WHY IT'S DIFFERENT
Field1st vs. Flat Safety Apps.
ROLES & HIERARCHY QUESTIONS
Frequently Asked Questions.
What Roles Does Field1st Support?
Seven roles: Users, Group Managers, Reporters, Form Architects, Content Editors, Client Reviewers, and Client Admins. Each has the access its job needs, and permissions can be restricted per group.
What Are Groups in Field1st?
Groups work like departments. They compartmentalize data so each crew only sees the forms, templates, and documents that pertain to their work, and permissions can be set per group.
Can Contractors Use Field1st Without a License?
Yes. Every form has a QR code, and with guest access enabled a subcontractor can scan it, receive a magic link, create a temporary guest profile, and complete the form — while admins keep full visibility into who accessed and completed what.
Can We Use Our Own Terminology?
Yes. Terms can be renamed per group — for example Rehuddle versus Refocus, Brief Leader, Supervisor, or Work Order — because adoption improves when the software uses the words your crews already use.
Does Field1st Support a Supervisor Hierarchy?
Yes. Supervisors are assigned to workers, sign-offs and notifications can route up the hierarchy, and edit and approval rights can be limited to the creator, their supervisor, or all participants.
Give Every Role, Crew, and Contractor Exactly the Right Access.
See It Mapped to Your Org.
Book a walkthrough and we'll model your groups, roles, and hierarchy live. 20 minutes, built around your crews, no prep needed.