The Right Access, and the Right Paperwork, for Every Person.
Invite your team, set permissions per area, and keep each person's documents and certificates, with expiry dates, in one place.
What You Get
Permissions by area
Set access for Clients, Work Orders, Assets, Forms, Team, Client Access and Support Desk, from View Only through Edit Only to Full Access.
Roles
Use roles like Engineer, Supervisor or Manager, or create your own, then adjust permissions person by person.
Invitations
Invite people by email and set their role and permissions from the start.
Documents and certificates
Store documents against each team member, and mark certificates as compliance documents with an expiry date.
Compliant or not
A Compliant or Non-compliant badge shows on the team member's page, and the team is notified when a document expires.
Activity history
Each person's page records when they joined, permission changes and the work assigned to them.
How It Works
Invite a team member and choose their role and permissions.
Upload their certificates and mark which are compliance documents, with expiry dates.
Adjust permissions at any time. Changes take effect immediately.
Review their activity history and export the audit log when you need a record.
Common Questions
Works Hand in Hand With
Try Team, Roles & Documents With Your Own Team.
Start a free trial, or tell us what you need and we'll show you around.