Inviting Site Managers

A Quick Guide to Site Managers and How to Invite them

You'll want to invite your on-site management team to be Site Managers, so they can perform the day-to-day management of the site, such as:
  • Invite Site Managers.

  • Invite Subcontractor Supervisors.

  • Create site induction forms.

  • Approve worker inductions.

  • Set briefings.

  • Sign all workers on/off.

  • Sign all visitors on/off.

  • Perform an evacuation.

  • Create and Approve Worker Permits.

  • Delete site-level staff.

  • Delete users from the site.

  • Contact anyone on-site via the phone app.

  • Access site reports and statistics.

Except:

  • Set up, modify, or reactivate archived sites.

  • Delete Company Administrators.

To invite someone to become a Site Manager, navigate to the Settings tab and enter their email under the Site Managers section. Click Add Site Manager to send them an invitation.

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The invitee will receive an email that they need to verify before the system will update them as a Site Manager.

 

To Remove a Site Manager, click the Trash Bin icon under Actions next to their name.

 

Note: Site Managers cannot remove Company Administrators.