How to add employees as Site Managers

Please watch the following video which will briefly walk you through how to add Site Managers to specific Sites in your SiteConnect Web Portal:

Adding employees as managers of Sites (2:16)

If you still require assistance after watching then please read on...

Index:

• 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

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.  

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 the Edit button on the right-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  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.  

Once you have selected all the relevant sites click on Select and Close. Once completed this employee will then be able to manage the hazards & risks and hazardous substances for those site(s) in the App.

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 the hazards & risks and hazardous substances 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.

This will give you the option to tick and Select employees form the list that pops up, Link all employees or Unlink all employees if they are already linked.  Choose the option you want.  If you select Link all employees this will automatically link all your employees.  If you select all of your employees and Unlink  this will remove any employees currently linked to this site as managers.

The selected employees will then appear on the Mobile App as Managers.  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.

If you need any further help or have any questions please contact the support team by email support@siteconnect.io or Ph: 0800 748 763