Organization setup

An Owner sets up the organization and assigns responsibility. Start with the organization name, timezone, contact details, and features your team will use.

Sites and responsibility

Create each jobsite with its address, map position, radius, and timezone. Check the map before asking workers to clock in. Site colors help distinguish locations on maps; Owners and responsible Admins can change the color from the site detail.

Use Manage Permissions and its Job-Site Groups and Admin Scope workspace to assign Admins to direct sites or groups. Group responsibility includes the sites in the group. Worker job-site assignments are separate and can be changed only by an Owner.

Approve accounts

Before approving someone, confirm their identity, contact details, and organization. An Owner assigns the role and jobsites. Have the person sign in and check the result before their first shift.

The role in Manage Workers is read-only. Owners change it through Manage Permissions; Admins cannot change roles, responsibility assignments, or organization settings.

Organization branding

Where branding is enabled, an Owner can choose Original, Monochrome, or White circle for the organization logo in Organization Settings. White circle also has a 0–24% inset control. The selected presentation carries across supported web and mobile screens.

Archive, restore, or remove a worker

Archive a worker when they should no longer use the organization. An Admin can archive a Worker only if all active site assignments are in the Admin's scope and the worker has no active shift. Owners have organization-wide authority, subject to the action's checks.

Only Owners can restore archived workers or remove them from the organization. Removal requires the worker to be archived first; historical organization records remain available. For a mistaken archive, an Owner may use the immediate undo or supported Recent Actions recovery when the previous assignments can still be restored safely.

Recover access

The final active Owner cannot be demoted, archived, or removed. If an Admin sees No jobsites assigned, have an Owner assign a site or group. If no Owner can sign in, contact Site Secure support with the organization name and any support reference. Do not share another person's account.

Notification settings and project status

Owners and responsible Admins can configure site reminders and hours and review shutdown, completion, or archive. These permissions do not grant Admins unrestricted organization or role management.