Users, roles and permissions
Invite users and give each role access that fits the work it needs to do.
Company administration
Set up the company workspace, manage who can access it and bring supported records across from spreadsheets.
Card required. Paid plans renew automatically after 30 days at the selected monthly rate plus applicable VAT. See pricing.
How the work moves forward.
Start with the project record
Add the company details and prepare employee records before inviting the people who need a login.
Take the next action
An administrator assigns appropriate roles and imports supported records after reviewing the source data.
Explore team complianceFind the evidence later
Return to the workspace settings and user records to review the current setup and permissions.
Company setup and imports
Maintain company settings and import supported spreadsheet data, such as workforce or asset records.
Notifications
Use the notification centre to find updates and manage notification preferences from your account.
Questions about Company administration.
Clear answers to help you choose the right setup for your team.
Which package includes this?
Basic records are shared across the workspace. Available tools and actions depend on the package and your role.
Keep the next workflow connected.
Connect your
compliance workflows.
Bring the people, the paperwork and the site record together in one toolbox.
Card required. Paid plans renew automatically after 30 days at the selected monthly rate plus applicable VAT. See pricing.