Set Up Team & Users

This guide will walk you through the process of creating user accounts and onboarding your staff effectively.

Adding Users to Your Account

Step-by-Step Instructions

Follow these steps to create user accounts for your team:

1. Navigate to Team & Users

   Access this section from your Administration Console

2. Click the Orange Add Button

   Located in the top right corner to add a new user

3. Select "User with an Account"

   Choose this option to create a full user account

4. Enter User Credentials
   • Add the user's email address
   • Set a secure password for their account
5. Add Personal Information
   • Enter their first name
   • Enter their last name
6. Assign User Role
   1. Select the appropriate role based on their responsibilities (Admin, Manager, Field Worker, etc.)
   2. Learn more about User Roles here

7. Save

   Click Save to create the account

Important: Configure Notifications

Don't forget to scroll down and set up User Notifications for your Admin users. This ensures they receive important alerts and updates about system activity.

Onboarding Your Team

Once your team members have been added to Site App Pro, it's essential to properly onboard them to ensure smooth adoption. Here's how to set them up for success:

Organise a Training Session

Consider scheduling a team meeting or sending a comprehensive email covering the following topics:

1. How to Login

• Where to access Site App Pro (web console and/or mobile app)
• How to use their credentials
• Password reset procedures

2. How to Use Site App Pro

• Navigation basics
• Key features relevant to their role
• Mobile app functionality (if applicable)

3. Required Forms

• Which forms they need to complete
• When and how often to submit forms
• What to do if they encounter issues

Training Resources

Download our Team Training Infographic to support your onboarding efforts. You can:

• Print and display it in common areas
• Distribute digital copies to all staff
• Use it as a quick reference guide during training sessions

Download Team Training Infographic

Tips for Successful Implementation

Be Patient with Change

Implementing new health and safety processes takes time. Remember:

• You're changing established workflows and habits
• Staff may need time to adapt to digital forms
• Initial setup effort leads to long-term efficiency gains
• Provide ongoing support as your team adjusts

Best Practices

• Start small: Begin with essential users and gradually expand
• Assign champions: Identify tech-savvy team members to help others
• Provide hands-on training: Demonstrate the app rather than just explaining it
• Be available: Make yourself accessible for questions during the transition period
• Gather feedback: Ask your team what's working and what needs improvement

Support During Transition

Your team's adaptation to Site App Pro is an investment in improved health and safety management. While the initial setup requires effort, the streamlined processes and better compliance will quickly demonstrate the value of the change.

Need Help?

If you encounter any issues during user setup or onboarding:

• Consult the User Roles Guide for permission details
• Contact Site App Pro support for technical assistance (support@siteapppro.com)
• Refer to our knowledge base for additional training materials (support.siteapppro.com)

Remember: Successful implementation comes from clear communication, adequate training, and patience as your team adapts to their new health and safety management system.