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Product Pricing FAQ Sign in Site Secure documentation First-run walkthrough Roles and tiers

Security and compliance

Betav0.1

First-run walkthrough

Take a new Site Secure organization from setup to the first active crew.

Use this checklist for the first production rollout. Keep the first launch small enough that an admin can review every issue manually.

1. Set up the organization

Confirm the organization name, timezone, support contact, and login destination.
Add at least two trusted admins.
Confirm who owns billing, worker approvals, safety content, and payroll review.
Add brand details after the operational settings are correct.

2. Pick a pilot crew

Start with one job site, one admin or PM, and a small crew. Enable the basics first:

Worker approvals
Job sites
Timecards
Certifications
Toolbox talks
Messages or notifications, if your team will use them during rollout

3. Create job sites

For each job site, confirm:

Site name and address
Assigned admin or PM
Workers expected on that site
Required certifications, documents, and toolbox talks
Timecard approval owner

4. Invite users in order

Invite admins and confirm they can reach the admin area.
Invite admins and PMs and confirm they can see the right job sites.
Invite workers and ask each worker to sign in before the first shift.
Approve pending workers after confirming name, role, and assignment.

Check access before launch

Use roles and tiers to confirm each pilot workflow is included in the organization's plan and visible to the user's role.

Site Secure documentation

Learn how to set up Site Secure, manage crews, and keep field compliance records clean.

Roles and tiers

Understand who can do what and how plan tier affects available modules.

On this page

1. Set up the organization 2. Pick a pilot crew 3. Create job sites 4. Invite users in order 5. Run the first week 6. Expand after one clean cycle

Launch tip

Ask workers to open the app once during onboarding. It is easier to fix sign-in, notification, camera, or location prompts before the morning rush.

5. Run the first week

At the end of each day, review:

Workers still clocked in
Missed clock-outs
Timecard notes or exceptions
Unsigned toolbox talks
Missing or expired certifications
Document uploads waiting for review

6. Expand after one clean cycle

Once the pilot crew completes a clean payroll cycle, expand to additional crews and enable deeper modules such as reports, incidents, Field Presence, time-off, SSO, or integrations. Confirm each added module against the role and tier matrix before training the next crew.