Contractor On-Boarding Guide – Administrators – Mobile Option

As a business administrator within the SiteSoft solution you have the responsibility of keeping your account details up to date and creating new employee accounts when needed. Use this guide to help manage your employee details. Download SiteSoft GeoTrack mobile app from App Store or Google Play to get started.

Please make sure notifications, location services, and motion and fitness for iPhones are completely enabled after downloading the app in order to save battery while allowing the app to function properly. Please make sure data is on for the duration of your time on site.

Download a copy of the Contractor Administrator (Mobile Version) Boarding Guide here.


 

Step 1

Keep your account up to date by going to My Account in the set of tabs at the bottom of the mobile app screen when logged in. You will see a some account related options. Start with the My Details option and complete the full form as well as entering a new, more familiar account password that you can remember. 

Tap the menu fab and then tap the edit fab item. The account details edit screen will open up where you can make your changes.

Step 2

When your account is updated, go back and tap the My Documents option.

Tap the menu fab and then tap the Add Document fab item to create and upload all public company documents e.g. public liability, professional indemnity, work health and safety etc. Make sure that these documents are visible to the companies employing your services. 

Step 3

Next, add all your employees that are going to visit the sites of the companies that employ your services. 

Click on the Dashboard icon at the bottom left of the screen, then on My Employees down the dashboard list. You can also access it from the sidebar menu.

Step 4

After entering the contact person and email address fields, you can click the add button to save the employee record. 

Your employee will automatically be linked to the sites of the company that employed your services. All they have to do is download the SiteSoft GeoTrack mobile app, sign in and go onsite.

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