With your sites, forms, and equipment set up, you're ready to add the people who'll be using the mobile app.
Adding a team member
Click Team & Users in the left menu.
Click the Add button.
Enter their first name, last name, email address, and a temporary password. The email address is what they'll use to log in, so make sure it's accurate.
Choose an Access Level (see below).
Click Save.
That person can now log in to the mobile app. They should also check their email for an introduction from Site App Pro, download the app, and reset their password using the Forgot Password link.
Choosing an access level
This controls what each person can see and do.
Field Worker — for most of your team. Mobile app access only: they complete forms, check in and out, and access resources. No Admin Console.
Manager — for supervisors who need to view reports or manage sites from a computer.
Tablet Manager — for supervisors who only need elevated access on a tablet, not a full computer.
Admin — full access, including billing. Keep this to the people who genuinely need it.
Uploading certificates and licences
Once a user is saved, you can store their qualifications directly on their profile.
Open the user's profile and click the Certs and Docs tab.
Click Add Certificate.
Give it a name, set an expiry date if it has one, and upload the file.
Click Save.
Site App Pro tracks those expiry dates and flags them on your Dashboard before they lapse.
For a larger team, we also have a bulk upload option — search "bulk upload users" in the knowledge base.