Admin Setup

Initial Setup of Teams, Organization Settings, Management of Project Settings and Admin Control

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18 articles in this collection
Written by Julien Lavy, Danny Ballance, Rapha Banson and 1 other

Settings

Settings - Company Info & Branding

Address, logo, colour hash and background image

Written by Danny Ballance
Updated over a week ago

Settings - Titles & Structure

Create User Titles & Project Structures

Written by Danny Ballance
Updated over a week ago

Settings - Forms

Report Management

Written by Danny Ballance
Updated over a week ago

Forms - Custom Forms

Build your own custom forms. Custom site reports, safety reports and equipment reports. Learn how to use the form builder.

Written by Rapha Banson
Updated over a week ago

Settings - Cost Codes

Company Cost Codes. Coding time on projects.

Written by Danny Ballance
Updated over a week ago

Settings - Import Data

Import users, import projects, import equipment, import cost codes and more...

Written by Danny Ballance
Updated over a week ago

Company Settings - Import/Export Data

Import and export data from and into SiteMax. CSV file.

Written by Shahvir Patell
Updated over a week ago

Team

Team - Adding Users to SiteMax

Written by Danny Ballance
Updated over a week ago

Team - Import Users

Importing Users, adding Team.

Written by Danny Ballance
Updated over a week ago

Team - Creating Crews

User Groups, Project Crews

Written by Danny Ballance
Updated over a week ago

Team - Applying Titles

Giving titles to users through Team.

Written by Danny Ballance
Updated over a week ago

Team - Applying Permissions

Changing, Resetting Permissions. Crew Permissions and Permission Templates

Written by Danny Ballance
Updated over a week ago

Team - Inviting Users

Send invitation emails, manage lost passwords

Written by Danny Ballance
Updated over a week ago

Team - Adding/inviting users to your account

Adding your team to SiteMax. Add new users. Invite people to your team.

Written by Julien Lavy
Updated over a week ago

Project Settings

Project Settings - Adding new projects

Adding Projects, Importing Project Lists

Written by Danny Ballance
Updated over a week ago

Project Settings - Adding Users to Projects

Add users to projects, invite team to collaborate on jobs.

Written by Danny Ballance
Updated over a week ago

Project Settings - Choosing Team Leads

Who is our Site Manager? Who is our Office Manager?

Written by Danny Ballance
Updated over a week ago

Project Settings - Cost Codes

Adding Cost Codes to Projects. Unique Codes, Company Codes

Written by Danny Ballance
Updated over a week ago