User Roles

Overview

Site App Pro offers several user roles, each designed with specific permissions and capabilities to match different organizational needs. This guide outlines the access levels and responsibilities for each role.

User Permissions Matrix

Note: Web console access for Internal Verifiers and External Verifiers is view-only.

Role Descriptions

Admin User

The Admin User holds the highest level of access and is automatically created during account registration through the Setup Wizard. Additional Admin users can be added via the Team & Users page in the Administration Console.

Key Features:

• Full access to the Administration Console
• Full access to the Mobile App
• Complete payment and billing management
• Can use the same credentials across multiple Site App Pro accounts

Best for: Account owners, senior management, and IT administrators who require complete system control.

Manager User

The Manager User role provides extensive permissions similar to Admin users, with certain administrative restrictions. Unlike Admin users, Managers can only be assigned to a single Site App Pro account.

Key Features:

• Full access to the Administration Console
• Full access to the Mobile App
• Cannot view or modify payment details
• Cannot add or edit Admin users

Best for: Department heads, project managers, and supervisors who need broad system access without billing responsibilities.

Tablet Manager

The Tablet Manager role is specifically designed for mobile-first users who need comprehensive mobile app functionality without requiring access to the web-based admin console.

Key Features:

• Exclusive access to the Mobile App (no web console access)
• Full mobile permissions: add, edit, and view all content
• Can manage sites, users, suppliers, and equipment through mobile
• Access to all completed forms, including incidents and staff training records

Best for: Site managers, team leaders, and foremen who work primarily in the field.

Field Worker User

The Field Worker role is intended for frontline staff members who complete forms using tablets or personal mobile devices. Each staff member should have their own individual Field Worker account.

Key Features:

• Access to the Mobile App only
• Can complete and submit forms
• Cannot add or edit staff records
• Can only view their own completed forms in the Saved Forms page

Best for: On-site workers, technicians, and staff who need to complete documentation and forms.

Contractor User

The Contractor role functions identically to the Field Worker role, with one significant advantage: contractors can use the same email address across multiple Site App Pro accounts.

Key Features:

• Same permissions as Field Worker users
• Single email address can be used across multiple organizations
• Access to the Mobile App only
• Can complete forms and view their own submissions

Best for: External contractors, consultants, or temporary staff who work with multiple companies using Site App Pro.

Internal Verifier

The Internal Verifier role is designed for managers who oversee multiple sites and require visibility into form completion and compliance across the organization.

Key Features:

• Access to the Administration Console (with limitations)
• Cannot add or edit user accounts
• Cannot view payment details
• Mobile app access available if a staff record is created
• Can access multiple organizations with a single login

Important Notes:

• When logging in with access to multiple organizations, you'll be prompted to select which organization to view
• Once added, Internal Verifiers can only be deleted, not edited (unless they have an associated staff record)

Best for: Quality managers, compliance officers, and regional managers who need oversight capabilities.

External Verifier

The External Verifier role provides auditors and external compliance reviewers with secure, read-only access to your reports and documentation.

Key Features:

• View-only access to the Administration Console
• No mobile app access
• Cannot add, edit, or modify any data
• Secure audit trail for compliance purposes

Important Notes:

• Once added, External Verifiers can only be deleted
• You can choose to remove verifiers after audits or retain them for future reviews

Best for: External auditors, regulatory inspectors, and third-party compliance reviewers.

Choosing the Right Role

When assigning user roles, consider:

1. Level of access needed – Does the user need web console or mobile-only access?
2. Editing permissions – Should they be able to modify system settings and user accounts?
3. Scope of work – Are they working on a single site or managing multiple locations?
4. Billing responsibility – Do they need access to payment and subscription information?
5. Compliance requirements – Is their role related to auditing or verification?

For assistance with user management, contact your Site App Pro administrator or contact support@siteapppro.com