Adding or Changing Users

New workers need Health and Safety too!  Here's how to add them.

In this Article

What is a User?

A user is someone who you need to have access to Site App Pro on their own device. This is someone who will get their own login details to either the App, Admin Console or both. 

You'll need to set up everyone you want using Site App Pro on their own device as a User, this will create them an email and password that they can use to login. There are a few different ways people can set up their users depending on the size of their business, the Site App Pro pack they have purchased and the way they do Health & Safety. 

It's always good to know which way you and your team will use Site App Pro before setting up your users: 
How you and your team will use Site App Pro                              How you should set up your Users in Site App Pro
Only the Foreman or Site Supervisors complete the Health and Safety on their mobile device This means you will need to set all of your Foreman or Site Supervisors up as users 
Everyone will complete Health and Safety on their own phone You'll need to set everyone up with their own user so they can login to their own device 
Everyone will complete Health and Safety but we have one tablet per site
You'll need to set up a user per tablet. That way each tablet can stay logged in all of the time. You will then need to set all of your workers up as Team Members so once the tablet is logged in they have the ability to sign off forms. 

Everyone uses Site App Pro differently, so if you need advice on how to set up your users have a chat with our team at 😁

Add New User:

When a new user is set up they get sent two emails, 1. introducing them to Site App Pro, 2. giving them an option to reset their password (which expires in 2 hours). We recommend having a quick team meeting introducing the users to Site App Pro, that way you can complete their inductions too 💡

  1. Login to the Administration Console (Computer) 
  2. Click on Team & Users on the main menu 

  3. Click the orange plus button to add the new user
  4. Click the User icon

  5. Pop in their name, email & password, then select their user role
  6. Select the user notifications you want them to receive 
  7. Do you have any user-specific resources e.g. Site Safe Passports? Attach these as a Resource

Need to delete a User?

Deleting User's is super simple, you just need to: 

  1. Go back to the Team & Users page
  2. Click the trash can icon next to the user's name 

You must have Manager or Admin access to delete Users.

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