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.

Screen_Shot_2022-05-19_at_1.17.17_AM.png

 

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.