Admins
Admin overview
Manage organization setup, workers, policies, records, billing, and integrations.
Admins own the Site Secure workspace. They decide which modules are enabled, who can access them, and when records are ready for payroll, compliance review, or export.
Admin control areas
- Organization profile and settings
- Workers, roles, approvals, and assignments
- Job sites and PM assignments
- Timecards, approvals, and reports
- Certifications, toolbox talks, and documents
- Incidents and compliance follow-up
- Billing, tiers, feature controls, integrations, and SSO
- Audit history 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.
- Confirm enabled features match what crews are trained to use.