2. Prepare your organisation
Set up your team
Get roles, sites, and groups ready before you invite people, so each new user gets the right access in one step.
Last updated: September 2026
Where to click
Open the left sidebar and find Administration. Team setup uses two items there. Work down this table. Roles sits below Users / Groups / Sites in the sidebar.
| Order | In the app |
|---|---|
| 1. Roles | Administration → Roles |
| 2. Sites | Administration → Users / Groups / Sites, then the Sites tab |
| 3. Groups | The same page, then the Groups tab |
| 4. Users | The same page, then the Users tab |
Users / Groups / Sites is one menu item. Selecting it opens the Sites tab. Users, Groups, and Sites are tabs on that page. On a phone they appear in a dropdown with the same three names. Roles is its own sidebar item.
Owner and Administrator see both items by default. Each guide below names who else can.
Roles and permissions
In the sidebar, select Administration → Roles.
A role decides what each person can do.
What are roles and permissions?
Sites
In the sidebar, select Administration → Users / Groups / Sites. The page opens on the Sites tab.
Create the locations people, assets, and inspections belong to.
Groups
Stay on Users / Groups / Sites and open the Groups tab.
Organise people into teams so you can assign work to a group rather than one person at a time.
Manage users
Stay on Users / Groups / Sites and open the Users tab. Do this last. Roles, sites, and groups must exist first.
Invite people and assign their role, groups, and sites.
Manage your users · Add a user
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