Admin Console — This article is for account admins and managers
What is a Staff Profile?
A staff profile is a record for each person in your organisation. It stores their personal details, documents, activity, and task history — all in one place.
Accessing a Staff Profile
Log into your Admin Console
Navigate to Teams & Users
Select a person from the People list to open their profile
Profile Sections
General Details
The top of a profile displays the staff member's core information:
Name
Email address
Phone number
Access Level
Job Role
User Groups
Access Level Indicators
Depending on a staff member's Access Level, you'll see icons showing which platforms they can access:
Icon | What it means |
Admin Console | This person can access the Admin Console |
Mobile App | This person can log into the mobile app on their device |
Web App | This person can log in via mobile.siteapppro.com on a browser |
Overview
A snapshot of the staff member's current status, including:
Documents or certificates expiring soon (next 7 days and next 30 days)
Any expired documents
Tasks assigned to them — broken down by Overdue, In Progress, and To-Do
Check-in history summary — hours logged in the last 7, 14, and 30 days
Certificates and Documents
Displays any Resources, Certificates, or Documents linked to this staff member.
Tasks
Shows all tasks currently assigned to this staff member. From this section you can also select Assign New Task to create and assign a new task directly to them.
Check in Log
The Check in Log shows this staff member's check-in and check-out history, displayed as hours in a bar graph.
You can filter by:
Site — to see how long they were checked in at a specific location
Time period — to narrow down the date range
This is based on the number of hours spent checked into a site, starting from when they select Check-In on the mobile app.
Note: If Enable check-in for users is not turned on under My Business > Settings, no data will appear in this section.
User Activity
Displays the staff member's last login time.
Completed Forms
This section shows all forms that this staff member has edited or been mentioned in.
Icon | What it means |
Eye icon | This person was mentioned in the form |
Pencil icon | This person edited or completed the form |
You can adjust the columns shown using the Cog icon to add, remove, or rearrange fields.
Filtering Completed Forms
Filter by:
Form type
Site
Completion date
Status (e.g. In Progress or Completed)
Exporting a Training Report
Select More Filters
Select the Form Category
Select a Site filter if applicable
Select Apply
Select Export to CSV to generate your report
Completed Resources
Displays any Resources, Documents, or Files this staff member has completed. To complete a resource, the staff member must open it on the mobile app and select Complete after viewing.
Other Actions
Select the three dots in the top right-hand corner of the profile to access the following:
Edit Details
Update the staff member's essential information, including:
Name
Login email
Phone number
Home address
Access Level (admins cannot change their own access level)
Job Role
User Groups
Start, Induction, Review, and Next Review dates
User External ID and Staff External ID (if imported from an integration)
Select Save after making any changes.
Reset Password
Sends a password reset link to the staff member's login email address. Use this if they are unable to log in.
Print or Email Training History
Generates a PDF of the staff member's training history, which can be printed or emailed directly to an address of your choice.
The report includes:
Completed forms in the Training form category (e.g. Competency Reports, Training Inductions)
Completed Quiz forms
Completed Tasks and Corrective Actions
Completed Resources