Getting started · 3 min read

Invite your team and install the mobile app

Add team members to SiteSurvey and help them install the iOS or Android app for field capture.

LMLee Moss · DirectorUpdated 23 July 2026
Invite each person with their own work email, then have them install SiteSurvey and sign in with the invited account.
  1. 01

    Invite the user

    Open your workspace user settings, enter the team member’s work email and send the invitation.

  2. 02

    Ask them to accept the invitation

    The user should open the invitation email and complete their account setup using the same email address.

  3. 03

    Install SiteSurvey

    Download SiteSurvey from the Apple App Store or Google Play on the phone or tablet that will be used in the field.

  4. 04

    Sign in and allow the first sync

    Sign in while connected to the internet so assigned projects, forms and reference information can download to the device.

  5. 05

    Confirm access

    Open the project list and check that the user can see the work assigned to them before travelling to site.

    SiteSurvey mobile project list showing assigned projects, customers, account managers and project record totals.

Good to know

  • Complete the first sign-in before entering a low-signal area.
  • Use individual accounts rather than sharing credentials so activity remains attributable.

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