Support category

Account & administration

Manage users, roles and permissions, update company details and maintain the records your whole SiteSurvey workspace relies on.

Invite and manage team members

Invite team members with their own SiteSurvey account, set their roles and maintain access as people and responsibilities change.

Assign users to a project so project managers and field team members can access the jobs they are responsible for delivering.

Update the company details used across the workspace, reports and customer-facing records so every document stays accurate.

Add the ordered project phases your team uses to track a job from its first phase through installation and final sign-off.

Create reusable fields for the product information your team must collect, such as IP addresses, MAC addresses and serial numbers.

Define the working day used by calendar capacity and control whether permitted employee locations are reported during those hours.

Reset your SiteSurvey password using the email address connected to your account and get back into the web dashboard and mobile app.

Review your plan and licences, update payment cards, download invoices and change or cancel your SiteSurvey subscription.

Control what each user type can see in the web dashboard and mobile app, and create custom user types that match how your team works.

Upload your company logo and set the cover colours used on reports, QR labels, shared form pages and the web portal header.

Give customers their own sign-in, choose which portal features they can use and decide whether sign-in needs a one-time passcode.

Edit the subject and message of the emails SiteSurvey sends, and use placeholders to include project, booking and customer details.

Bring customers and projects into SiteSurvey from your connected Jetbuilt, Odoo or IO accounts instead of re-entering them.

Tell us what you are trying to do and where you became stuck.