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User Features & Permissions

Reference list of admin and product features that control user access and capabilities in the Sitemetric app

📋 Internal Guide: Reference for admins managing user permissions in the Sitemetric app. Each feature below can be assigned to users to control their access and capabilities.

Administrative Permissions

ℹ️ Note: Any admin- feature will add the Admin tab to the left sidebar of the app. Each admin- feature then adds its specific option under that Admin menu.

admin-companies

Adds the Companies option under Admin. Shows the database of all customers where you can:

  • View all company records
  • Add new companies
  • Update existing companies
  • Get company_id's

admin-credits

*Placeholder*

admin-customers

Adds the Customers option under Admin. Shows the database of all customers where you can:

  • View all customer records
  • Add new customers
  • Update existing customer information
  • Get customer_id's

admin-devices

*Placeholder*

admin-integrations

Adds the Integrations option under Admin. This is where Procore and Hammertech integrations are handled including:

  • Company matching
  • Project/customer matching with external and internal ID's

admin-inventory

*Placeholder*

admin-ops

*Placeholder*

admin-reports

Adds the Reports section under Admin where you can:

  • Remove an email from all reports
  • Add standard reports to a project

admin-sites

Adds the Sites option under Admin. Like companies and customers, this is the database of specific projects where site settings are handled including:

  • Billing
  • Address
  • Registration handling
  • Site access settings

admin-users

Adds the Users option under Admin. This is where user accounts are created and managed including:

  • Creating new user accounts
  • Managing existing user accounts
  • Updating product features (assigning the features listed in this guide to users)
  • Bulk updates (new): Select multiple users and apply common fields (for example, set Provider/SSO for a whole group at once).
    • Prepare a list of sitemetricIds for the target users
    • Filter the Users list using that ID list
    • Click Add Fields
    • Update the common field(s) (example: Provider)
    • Confirm/apply changes

admin-workers

Adds the Workers option under Admin. Provides global worker search (ignoring the site selector) and houses admin worker tools including:

  • Site access sync
  • Certification list management
  • Change company
  • Merge workers
  • Remove badge globally

Core Access

auth

Authentication and login access

client

Basic client-level access to the platform

details

Access to detailed information views

onsite

On-site access and capabilities

security

Security and access control features

Reporting

on-demand-reports

Ability to generate reports on demand (outside of scheduled delivery)

reports

Access to the Reports module in the app. Does not include Scheduled Reports or Report Types — those require additional permissions.

scheduled-reports

Access to scheduled/automated reports

Site Operations

ACO

Authorized Company Official access. Allows the user to view flagged and approved worker registrations in the app. ACOs cannot approve or reject registrations — that requires admin-workers or site-workers. ACOs can flag/unflag registrations and edit a registration before it has been approved.

scanner

Access to the Scanner module in the app and its associated Badge Scanner functionality

site-chat

Access to site-specific chat/messaging

site-deliveries

Track and manage site deliveries

site-workers

Allows the user to add/edit/delete workers, grant/revoke site access, and approve/reject worker registrations — but only for sites the user has access to. Unlike admin-workers, this does not provide global worker search.

workforce

Access to the Workforce module in the app, which includes worker registrations

Safety & Compliance

mustering

Access to the Mustering feature within the Safety module — used for emergency headcounts and evacuation tracking

safety

Access to the Safety module in the app

safety-notes

Create and view safety notes and observations

training

Access to training records and requirements

Communication

email

Email notification and communication features

messaging

Access to the Messaging module in the app to send mass text messages to workers at a site

messaging-approver

Can approve text messages before they are sent (used in conjunction with messaging-requestor)

messaging-requestor

Can submit text messages for approval before sending (used in conjunction with messaging-approver)

threads

Access to conversation threads

Specialized Tools

field-tech

Field technician tools and access. Typically assigned to internal Sitemetric field tech users.

forms

Access to the Forms module in the app to view, create, edit, and delete forms

inventory

Inventory tracking and management

on-call

Used in Messaging to determine which workers are on-call. Controls access to on-call contact retrieval in the messaging system.

time-management

Time tracking and management tools

Integrations & Development

confluence

Confluence integration access

dex

Dex system access

gitlab

GitLab integration access

forms-only

A temporary/restrictive feature flag — when present, limits the user to only form-related endpoints. All other app access is blocked. Used in edge cases where a user should only interact with forms.

Note: Assign only the permissions necessary for each user's role. When in doubt, start with fewer permissions and add as needed.