Company Registration is a way for site management to pre-set a list of companies, that workers select from when first signing on. This helps remove reporting inaccuracies (Company A and Co. A may be the same business but will be reported as 2).

The list can be manually created, uploaded from a .csv file, or synced from a Procore project.

Turning on Company Registration

From the Web Panel, go to the Settings tab and "Enable the Company Registration for your Site"

Manually Creating a Company List

Once Company Registration is enabled, you can now add companies on 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.