User Roles

In Site App Pro we have several User roles.  Below is a brief description of what each role can do.


In this Article


Admin

The Admin User is the highest level user. This is created automatically when you register your email address in the setup Wizard. You can set up additional Admin users from the Staff & Users page on the Administration Console. 

If you have multiple Safe Food Pro accounts you can set yourself up as an Admin User across each account with the same email address and password. 

  • Full access to Administration Console
  • Full access to Mobile App 
  • Full access to Payment Details 

Field Worker & Contractor 

The Field Worker User is a sign in used to give you App only access. If you are using a Tablet for your Staff to complete forms on, then you can set up a Field Worker user to sign in to the Tablet - or - if your staff are using their own Mobile device to complete forms, then you can set up all staff individually as Field Workers users. 

  • Access to the Mobile App 
  • Can't add or edit Staff on Mobile App 
  • Can't view or edit completed Staff Training, Troubleshooting, or Incident forms on the Saved Forms page on Mobile App 

A contractor has the exact same ability as a Field Worker however, you can allow the email address to be set up across multiple Site App Pro accounts. That way if you have a contractor who works for multiple companies who use Site App Pro they can use the same email address across all of them. 

There is also a Role called Tablet Manager, this gives you access to only sign in to the Mobile App. With this role you can also: 

  • Add or Edit Staff on Mobile App 
  • Add or edit Sites on Mobile App
  • View and edit completed Staff Training, Troubleshooting, or Incident forms on the Saved Forms page on Mobile App 

This role is great for a Manager that you don't need to have access to the Admin Console.


Manager

The Manager User is very similar to the Admin User with slight restrictions. A Manager can only be set up in one Site App Pro account.  

  • Access to the Administration Console 
  • Full access to the Mobile App 
  • Can't view Payment Details 
  • Can't add or edit Admin Users 

Internal AVerifier

The Internal Verifier User is made for a Manager who manages several sites and wants to have oversite of form completion. This user role will give them the ability to help set up staff and manage forms, equipment, suppliers etc. 

  • Access to the Administration Console 
  • Can't add or edit Users 
  • Can't view Payment Details 
  • Access to Mobile App, can complete forms if you add Staff Record 

If you have an Internal Auditor login for multiple organisations you will be given the option to select your organisation at the sign in screen on both the Mobile/Tablet and Web Sign In Page. Simply enter in your email and password, then select the organisation you want to look at:  

Once an Internal Auditor is added you can only delete them, you can't edit their details unless they are added with a Staff Record. 


External Verifier

The External Verifier User is if you want to give someone access to audit your Reports. Set your Auditor up with an External Verifier User so they can have view-only access to your account, that way they can log in to your account and check your Reports to ensure your sites have been kept safe 

  • View-only access to the Administration Console
  • No Mobile App Access 

Once an External Verifier is added you can only delete them. You can choose whether you would like to delete your Verifier out of your account after Verification or leave them in there till next year. 


User Overview

  Role Access Web Console Sing In to tablet Access Multiple Organisations
Admin ✔ 
✔ 
Field Worker ✔ 
Contractor ✔ 
                                                                     ✔ 

Manager ✔  
✔ 
Internal Verifier ✔  ✔ 
✔ 
External Verifier ✔  ✔  ✔ 

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