How To Grant Or Remove App And/Or Admin Access

Available Access in SiteDocs

No Access: Workers cannot log into SiteDocs with their own credentials.

App Access: Gives Worker login capabilities to both the Mobile App and the Web App. 

Admin Panel Access: Gives Worker login capabilities to the Mobile App, Web App ("App Access" as above) and Admin Panel.

Super Admin Panel Access: Gives Worker login capabilities to the Mobile App, Web App and Admin Panel ("Admin Panel Access" as above)  as well as the ability to grant any other Worker in the account access to SiteDocs, including Super Admin Panel Access. 

How to Grant App Access

Granting App Access to your Workers allows them to log into the SiteDocs App on their mobile device or the Web App to fill out Forms, access your company's Resources and view their Certifications. To grant your Worker App Access:

1. Go to the Workers tab in your Admin Panel and select the Worker's name.

2. This will open up that Worker's profile. On the left side of the page, select App Access.

3. To Grant App Access, select "App Access", then enter the Worker's email address and select "Next".

4. Choose whether to set a password for the Worker or send them an email that will allow them to set their own password.

Note: All SiteDocs Passwords must contain 1 Uppercase letter, 1 Lowercase letter, 1 Number, 1 Special Character, and be at least 8 characters long.

5. Once a password has been set (either by you as the Admin or by the Worker him/herself), the Worker's App Access is complete.

How to Grant Admin/Super Admin Access 

Granting App Access does not allow the Worker to access the Admin Panel. If you want the Worker to have Admin Panel access, select "App & Admin Panel Access" or "App & Super Admin Panel Access" at the bottom of the Worker's profile. You will need to have Super Admin rights to be able to grant another worker Admin or Super Admin Panel Access.

If the Worker already has App Access, they will be granted Admin Access right away. If they do not, you will be able to fill in the Worker's email address and send them a link to set up Admin Access.

Once they set up their password, their access is complete and they can log into the Admin Panel.

How to Remove Mobile App and Admin Panel Access

Removing Mobile and Admin Access can only be done in the Admin Panel. To remove any type of SiteDocs Access:

1. Go to the Workers tab in your Admin Panel and click on a Worker's name.

2. This will open up that Worker's profile. At the bottom of the page, select "No Access" from the list of Access Types.