How do I give my site teams host access?
How to grant a site manager host-level permissions for a specific site.
Your Site Managers need host access to approve inductions, view attendance, check workers in and out, and manage their site day to day. Adding them as a Site Host gives them that access for the sites they run, without opening up your company settings.
This guide shows you how to add a Site Manager as a Site Host for a specific site and choose what they can do there.
Before you start
- Permissions: You need Company Host permissions to open the Permissions settings. If you do not have access, contact your Breadcrumb administrator.
- Where: This is done on the web portal. It is not available in the mobile app.
- What you need: The Site Manager's mobile number.
Site Host or Company Host?
For site teams, choose Site Host. Site Hosts only see the sites they have been added to. Company Hosts see every site and can edit company-wide settings, so that level is usually kept for your Breadcrumb administrators.
For the full comparison, see Explained: Company Hosts v Site Hosts.
Roles keep access consistent across your sites, so every Site Manager gets the same set of permissions. To set one up, see Assign Role-Based Permissions. For what each permission does, see Permission Options Breakdown.
Change an existing Site Host's access
- On the Permissions page, open the Site Hosts tab and find the user
- Select Edit next to their name
- Update their Roles or Permissions
- Select Update to save
What a Site Host can and cannot do
Permissions given to a Site Host only apply to the site they were added to. Depending on their role or permissions, they can manage that site's settings, suppliers and assets, and use the Host section of the mobile app on site.
Site Hosts cannot access:
- The Inductions editor
- The Forms editor
- Company Settings
- Integration settings
A few tasks are only available to Company Hosts, even if a Site Host has the matching permission. For example, only Company Hosts can add site-specific inductions to a site.
Using Procore?
If your account is connected to Procore, Site Hosts and roles can come across from Procore automatically, so you may not need to add Site Managers by hand. See Sync Users to Breadcrumb to set this up.
Check it has worked
Ask the Site Manager to open the Breadcrumb app. If they can see Host in the bottom right of the screen, their access is set up. If it does not appear straight away, ask them to sign out and back in. For more help, see Check if you have Host Access.
Need Help?
Contact our Support Team on 1300 744 666 or email support@breadcrumb.co. We’re happy to help!