Site management can pre-set a list of companies that users can choose from when first signing on by using the Company Registration feature. By doing this, reporting errors are reduced (for example, Company A and Company A may represent the same company, but Co. A will be reported as 2).

You can manually generate the list, upload it from a.csv file, or sync it from a Procore project.

Manually Creating a Company List

Companies can be added under the Companies on Site section of your Web panel.

 

Uploading a CSV Company List

If you want to use the same company list over and over for each new site, you can create a .csv file that you upload to the site list for every new site.

 

 

Syncing with Procore as your Company List

If you use Procore and your site is linked to SignOnSite, you can sync the Procore Site Directory to the SignOnSite Company List.

If you want SignOnSite to automatically update from the Procore Directory every 24 hours, then make sure you have the Procore Auto Sync toggle is ON.

 

Company Registration on the Kiosk

With your company list set up, kiosk users will be nudged to select from the list when signing on.
If they cannot find their company then they can click 'I can't find my company' to add a new name in free text.

 

Company Registration on the Mobile App

With your company list set up, app users will be nudged to select from the list when signing on.
If they cannot find their company then they can click 'I can't find my company' to add a new name in free text.

 

1. Open your Mobile App and Search for your Site.

 

2. Choose your Site or you can click on "Refresh Sites" if your site isn't showing.

 

3. Click on the "Search Companies" button to select your Company.

 

4. Select your Company.

 

5. After selecting your Company, click on the green "Yes" button to confirm.

 

And you're done! You've successfully added a Company to your Site.