---
title: "Default Roles"
url: "https://docs.4hse.com/guides/configurations/default-roles"
description: "Guide to configuring default roles in 4HSE"
---

# Default Roles

The **Default Roles** configuration allows you to define the roles of _Responsible_, _Observer_, and _Assignee_, which will be automatically assigned to all new prevention actions (and their sessions) created within the project.

This feature is available in the project menu under: **Administration > Configuration > Default Roles**.

![Project menu](/_astro/default-roles-1.BbxZqpxJ_Z2k9fjQ.webp)

## Overview of Operational Levels

[Section titled “Overview of Operational Levels”](#overview-of-operational-levels)

4HSE distinguishes two operational levels for prevention actions:

-   **Action Definition** — e.g., Course, Equipment, Plan
-   **Action Planning/Execution** — e.g., Edition, Delivery, Order

Default roles can be defined for both levels in all prevention areas:

Prevention Area

Action (Definition)

Session (Planning)

Training

Courses

Editions

Personal Protection

PPE Equipment

PPE Deliveries

Maintenance

Maintenance Plans

Orders

Procedures

Procedures

Reports

Health Surveillance

Prescriptions

Visits

## Assigning Roles

[Section titled “Assigning Roles”](#assigning-roles)

To assign a default role to an action or session:

1.  Open the **Default Roles** panel.
2.  Locate the section for the action type (e.g., Training).
3.  Click the **+** button next to the role to assign (_Responsible_, _Observer_, _Assignee_).
4.  In the selector, you can choose between:

-   People registered in the project
-   Project users (email)

![People and user selector](/_astro/default-roles-2.DS8zcSN__1qnmF6.webp)

## Receiving Notifications

[Section titled “Receiving Notifications”](#receiving-notifications)

For the selected people to receive role-related notifications (email or digest), they must **be associated with an active account within the project**.

Alternatively, you can assign a user/email directly to the role.

## Modifying Inherited Roles

[Section titled “Modifying Inherited Roles”](#modifying-inherited-roles)

Roles configured in **Default Roles** act as _default values_.

To modify the roles for a single action or session:

1.  Select the specific action (e.g., a course, a maintenance plan).
2.  Open the **Details** panel.
3.  Modify the _Responsible_, _Observer_, or _Assignee_ fields as needed.

Changes made here override the default value **only for that specific item**.

![Action details](/_astro/default-roles-3.DGFGmOZR_g9GDG.webp) _Action details in the office menu_

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