Owner and Admin guide
Set up responsibility and review day-to-day operations.
Owners manage the organization. Admins manage operations for their assigned sites and the sites inherited through assigned job-site groups.
Owner responsibilities
Set up roles, Admin responsibility, worker assignments, organization settings, and billing. Keep at least two trusted Owners so one can help if the other loses access. Review organization setup before inviting a large crew.
Admin responsibilities
Review the people and records within your assigned scope: account approvals, timecards, certifications, talks, documents, and safety follow-ups. An Admin with no assigned sites or groups will have no operational records to manage until an Owner assigns responsibility.
Regular review
- Clear pending account and certification reviews.
- Follow up on unsigned talks and requested document corrections.
- Review timecard exceptions before payroll export.
- Check open investigations and overdue corrective actions.
- Review enabled features and assignments when crews change.
Weekly digests, when configured, give Admins a view of their responsible sites and Owners an organization-wide view. Open the underlying records to act on them.
Use audit history when a change needs explanation, and feature controls when someone cannot find a workflow.