Owners and Admins
Owner and Admin overview
Understand organization-wide Owner controls and responsibility-scoped Admin work.
Owners control the Site Secure organization. They decide which modules and role capabilities are enabled, who holds each role, which job sites or groups each Admin is responsible for, and when records are ready for payroll, compliance review, or export.
Admins handle operations only for their assigned job sites and inherited job-site groups. An Admin with no responsibility assignment can open the admin workspace but sees no organization operational data until an Owner assigns a site or group.
Owner control areas
- Organization profile and settings
- Manage Permissions, roles, and role-level punch, notification, and tracking controls
- Job-site groups and Admin responsibility assignments
- Worker archive, restore, and archived-only removal
- Recent Actions and supported undo/redo
- Billing, tiers, feature controls, integrations, and SSO
Admin control areas
- Responsible workers, approvals, and in-scope assignments
- Assigned job sites and inherited group sites
- Timecards, approvals, and reports
- Certifications, toolbox talks, and documents
- Incidents and compliance follow-up
- Scoped operational activity and support handoff
Weekly checklist
- Review pending worker approvals.
- Review missing or expiring certifications.
- Review unsigned toolbox talks.
- Review documents waiting for action.
- Review timecard exceptions before payroll export.
- Review open incidents.
- Owners: confirm enabled features and role capabilities match what crews are trained to use.
- Owners: review Admin responsibility and keep at least two active Owners for access recovery.