Site Access: portal users and the site portal
Business and above
Open your project and click the Access tab (Business and above). Everything here is per-project: enable it with the Project rollout toggle first, then build your portal-user list.
Add portal users
In Portal users, enter their name and company, and pick their type and role.
Types cover workers, subcontractors, visitors, deliveries, clients, consultants and inspectors; the role decides whether they're a worker or a contractor manager.
Click Add portal user.
Click Copy on their row and send them their personal portal link.
Already active on another project? Use Assign existing portal user instead of re-creating them.
Manage the list
Each row shows an On site / Off site pill, with Edit, Remove from project and Deactivate. Deactivating frees an account-wide slot; removal just takes them off this project.
What they see: a phone-friendly site portal with the project's tasks, documents, COSHH information and site files. Attendance shows up under H&S attendance.
Delegate to a site access manager
Under Site access managers, choose an account member and click Assign manager. They get project-scoped visibility of attendance and pending access requests — useful for the person actually running the gate — without account-wide admin rights.
Frequently asked questions
How many portal users do I get?
Business includes 25 active site portal users across your account (Site Control is unlimited). The Portal users section shows both counts — this project and account-wide. Deactivating someone frees their slot.
How does a portal user log in?
They don't need an account — each portal user gets a personal magic link (Copy it from their row and send it). It opens their site portal with the project's details, documents, COSHH information and files.
Can I let a team member run site access without making them an admin?
Yes — under Site access managers, assign an account member to this project. They get attendance and access-request visibility for this project only; full portal-user management stays with owners and admins.
Is Site Access on Pro?
No — the Site Access surface (portal, attendance, files) is Business and above. Worker document sign-off via the crew link works on every plan and doesn't need Site Access.
Related guides
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