Organization setup
Configure the organization before inviting workers.
Finish core organization setup before inviting a large worker group.
Setup checklist
- Confirm organization name and support contact.
- Add at least two admins.
- Create job sites.
- Assign admins or PMs.
- Confirm plan tier and enabled modules.
- Prepare required certifications, documents, and toolbox talks.
Job sites
For each job site, confirm:
- Site name and address
- Site color for admin maps and site indicators
- Assigned admin or PM
- Workers expected on the site
- Required records
- Timecard approval owner
Site Secure assigns a color when a job site is created. Admins can change the hex color from the job site detail page. Site maps use the assigned color for the exact geofence radius: the boundary is drawn as a dashed line with a soft highlight inside the radius, while worker locations stay filled so sites and people are visually distinct.
Job site detail changes, including color changes, are written to audit history.
Worker approval
Before approving a pending worker:
- Confirm the person belongs to the organization.
- Confirm name and contact details.
- Assign the correct role.
- Assign the correct job site or crew.
- Confirm required onboarding records.
Archiving
Archive old workers or job sites when they should no longer be active. Use permanent removal carefully because historical reporting and support review may depend on older records.