How to assign users to a site
Use site access when someone should only see one office, building, or part of the operation.
- 1. Go to Team.
- 2. Invite the user or choose an existing team member.
- 3. Choose the right role, such as Site Manager, Supervisor, Operative, or Client.
- 4. Select the company site or sites they should access.
- 5. Save the change or send the invite.
- 6. The user receives the invite and signs in.
- 7. After login, they only see checks, issues, jobs, reports, and schedules for their assigned sites.
To set up your partner's office, create the office as a company or site, invite the user, assign them to that site, and choose the appropriate role.