Learn how to add employees as managers of sites
- How to find an employee
- Selecting the employee
- Adding the employee as a manager to a site or sites
- Unlinking a manager from a site or sites
When you add an employee as a Manager of a Site they will receive any notifications in relation to that site including being on site after hours, any incidents report, tasks created, etc
Once you have added an employee to your account you will be able to add them as a manager to your sites.
How to find an employee
First you will need to find your employee. You can do this by clicking on the Employees tab to the left-hand side of the main menu.
Once you have clicked on the Employees tab a new screen will appear titled Employees which will list all your employees.
When searching for an employee you can use first and second name or just first name. By using first and second name you will narrow the search down
To find the employee you are after you can either scroll down through the list or you can search in the search field. To search in the search field click on the field called Search Employees. Enter the name of the employee you are looking for and then click on the Search button
Selecting the employee
Once you have found the employee you are after click on that Employee on the right-hand side and a tick will appear in the box next to their name and the box will become red. Then click on the Edit button on the left-hand side.
Adding the employee as a manager to a site or sites
This will bring up the Employee's profile. On the right-hand side you will see a tab in orange called Details and below that tab you will see Manage Sites. Click on the Manage Sites Tab
This will bring up a new screen where you can select the sites you require this employee to manage. Click on the Select Sites button.
This will bring up a new dialog box listing your sites. Click on the sites you want this employee to manage. A tick will appear in the box next to the site name and the box will become red. You can select as many sites as you like.
The number of sites you have selected is listed at the top of the page in ( ) next to the heading Select Site
Once you have selected all the relevant sites click on Select and Close. Once completed this employee will then be able to manage the selected sites and will receive any notifications that are relevant to these sites, i.e. if a contractor hasn't signed out of site they will receive a message advising them of this.
Unlinking a manager from a site or sites
Should you no longer wish for this employee to manage a site or sites you can Unlink him or her from that site by clicking on the Unlink icon on the right-hand side. Once you click on the Unlink icon a pop up message will appear saying 'the employee was removed'. This employee will no longer be able to manage or receive notifications for this site.
You can also add an employee as a Manager of a Site through the Site feature. To do this Click on the Sites on the left-hand side of the main menu. Once you have clicked on Sites you will be presented with a list of sites that have been added to the software. Choose the site you wish to add a manager too and click on Edit.
This will take you to the site you have chosen. The name of the site will show at the top with a list of tabs below it. Choose and click on the Managers tab.
Click on the Menu button and this will give you the option to Select employees, Link all employees or Unlink all employees. Choose the option you want. If you select Link all employees this will automatically link all your employees. If you select Unlink all employees this will remove any employees currently linked to this site as managers.
If you click on Select Employees, this will list all your employees. You can then search for the relevant employee or scroll through the list and choose which employees you want to add as managers for this site.
The selected employees will then appear on the Mobile App as Key Staff members. By clicking on either the phone, email or text message icon on the right-hand side of their name you will be able to call, email or text that person.