Roles and permissions
Let a subcontractor see their work and nothing else, without a conversation about it.
- Browser
- Phone and tablet
- For directors and owners
- For site managers
Letting a trade into the system should not mean showing them the valuations.
What it does
- Administrators, members and followers, each seeing a different amount
- Access granted per project, not per company
- Some records stay private to the people who need them
- Exports respect the same rules, so nothing leaks through a spreadsheet
Why it matters on site
The reason builders keep commercial information out of shared systems is that sharing is usually all or nothing. Being able to invite a bricklayer to one job is what makes it usable.
Which plan
This is included in every plan, from £149 a month. Plans differ by how many people they seat, not by what the software does. See pricing.
How to use it
The manual page for this is in the Help Centre, and it is the same guide SiteBot reads inside the app. Read the guide.
Also in people and access
- People and contacts One directory of everybody on the job, whether they use the app or not.
- Organisation and seats One company account, every project under it, and a clear count of who is using it.
- Two-factor authentication Turn on two-factor for the whole company, not just for the people who remember.