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Understanding access levels

A guide to every access level in Site App Pro — what each one can do, who it's best suited for, and how to choose the right one for your team.

For: Admins

Site App Pro offers several access levels, each designed with specific permissions and capabilities to match different organisational needs.

User Permissions Matrix

Access Permission

Admin

Manager

Tablet Manager

Field Worker

Contractor

Internal Verifier

External Verifier

Admin Console

Mobile App

Complete Forms

External Portal Access

Access Multiple Organisations

Add/Edit Sites on Mobile

Add/Edit Users on Mobile

Add/Edit Suppliers on Mobile

Add/Edit Equipment on Mobile

View Private Forms on Mobile

Access Billing Portal

Note: Admin Console access for Internal Verifiers and External Verifiers is view-only.

Role Descriptions

Admin

The Admin holds the highest level of access and is automatically created during account registration. Additional Admins can be added via the Team & Users page in the Admin Console.

Key features:

  • Full access to the Admin 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

The Manager access level provides extensive permissions similar to Admin, with certain administrative restrictions.

Key features:

  • Full access to the Admin 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 access level is designed for mobile-first users who need comprehensive mobile app functionality without requiring access to the Admin Console.

Key features:

  • Mobile App access only — no Admin Console access

  • Full mobile permissions: add, edit, and view all content

  • Can manage sites, users, suppliers, and equipment through the mobile app

  • 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

The Field Worker access level is intended for frontline staff who complete forms using tablets or personal mobile devices.

Key features:

  • Mobile App access 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

The Contractor access level functions identically to Field Worker, with one key difference: contractors can use the same email address across multiple Site App Pro accounts.

Key features:

  • Same permissions as Field Worker

  • Single email address can be used across multiple organisations

  • Mobile App access 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 access level is designed for managers who oversee multiple sites and require visibility into form completion and compliance across the organisation.

Key features:

  • View-only access to the Admin Console

  • Cannot add or edit user accounts

  • Cannot view payment details

  • Mobile App access available if a staff record is created

  • Can access multiple organisations with a single login

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

External Verifier

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

Key features:

  • View-only access to the Admin Console

  • No Mobile App access

  • Cannot add, edit, or modify any data

  • Secure audit trail for compliance purposes

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

Choosing the Right Access Level

When assigning access levels, consider:

  1. Level of access needed — does the user need Admin Console access, Mobile App access, or neither?

  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?

  6. External interaction — do they only need to respond to one-off requests such as approvals or document uploads?

For assistance with user management, contact your Site App Pro administrator or reach out to [email protected].

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