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Written by Nicola Dobbie, Founder, The Site BookLast reviewed

Business site portal

Give people on site the details they need, without giving them the office account.

Business includes a site portal for assigned workers, subcontractors, visitors and other site participants. They can see their project/site details, files, generated documents and check-in status from the browser.

thesitebook.co.uk
The Site Book documents tab showing project documents that can be shared from a project context

What the site portal covers

Scoped project access

Assign each portal user to selected projects/sites so they only see relevant site information.

Site participant types

Use worker, subcontractor, visitor, delivery, client, consultant, inspector or other labels.

Site details and procedures

Show rules, welfare, emergency arrangements, principal contractor details and project documents.

Files and updates

Share drawings, H&S documents, RAMS, CPPs, procedures and update links from one project context.

Honest pros and cons

Pros

  • Assigned portal users see only their project/site information
  • Workers, subcontractors, visitors and other site participants are separate from internal team seats
  • Portal users can view site details, procedures, files and generated documents
  • Magic-link access works in a mobile browser without native app rollout

Cons

  • No native mobile app — the portal runs in the browser
  • Portal users are scoped to active project access; complex cross-project permissions need setup
  • Formal client approval workflows are not included in the first release

The site portal is included in Business

Starter

£0
  • First project free
  • RAMS generator
  • PDF download
  • Worker sign-off

Pro Monthly

£39/mo
  • Unlimited projects
  • RAMS generator
  • CPP generator
  • COSHH library
  • Site inductions
  • Toolbox talks
  • Worker sign-off
  • PDF download

Pro Annual

£30/mo
  • Unlimited projects
  • RAMS generator
  • CPP generator
  • COSHH library
  • Site inductions
  • Toolbox talks
  • Worker sign-off
  • PDF download
  • Save £108/yr vs monthly

Business

£199/mo
  • Unlimited projects
  • RAMS generator
  • CPP generator
  • COSHH library
  • Site inductions
  • Toolbox talks
  • Worker sign-off
  • PDF download
  • Multi-site rollout
  • Priority support
  • Up to 5 internal team logins
  • Up to 25 active site portal users
  • Site attendance check-in/out
  • Site files, drawings and procedures portal
  • Shareable update links and notifications

Site portal questions

Do portal users count as internal team seats?

No. Business includes up to 5 internal team logins for office or management users, plus up to 25 active site portal users. Portal users are designed for workers, subcontractors, visitors and other people who need controlled access to site information without account settings or billing access.

Does the portal require a native mobile app?

No. The portal is part of the main web product and runs in the browser. Magic links or QR-style access can keep site access low-friction, while logged-in users are routed according to whether they are internal team members or portal users.

What can a portal user see?

A portal user only sees the projects/sites they are assigned to. The first release shows site details, site files, procedures, generated documents and check-in/check-out. They cannot access billing, account settings, unrelated projects or admin routes.