How can we help?
From your first tag to the morning report. Find the steps for the work you need to do.
Administrator and supervisor? You can be both.
Office access and phone roles are set up separately. The same person can hold both.
Set up more than one roleNo matching guides
Try a shorter phrase, such as “sign in” or “photos”, or clear your roles to search all guides.
You can also contact support.
Start here
Find your access, sign in and get your first building working.
- Which role do I need?What each role can do, how it is set up and which sign-in to use.
- Hold more than one roleSet up administrator and supervisor access for the same person, and understand other combinations.
- Sign in to the right part of SiteClaraFind the right route for portal users, mobile staff, reporters and contractors.
- Set up your first useful buildingA practical administrator checklist from a few locations to the first report someone receives.
- Try SiteClara and save your trialWhat the trial creates, how to keep it and what saving does.
Set up your buildings and team
Locations, tags, people, forms and scheduled checks.
- Add locations and choose who can use each tagCreate or import rooms, pair their forms and understand switching off versus removing.
- Print posters and set up NFC tappingInstall the right QR poster and programme the optional NFC sticker for the same location.
- Choose and edit report forms and task checklistsKeep problem reports, routine work and specialist tasks distinct.
- Set up scheduled checks and roundsChoose locations, weekdays and a time window, and understand when changes start.
- Enrol your team and set the services they coverGive people the right phone role and keep own-staff jobs with the right trades.
- Invite portal colleagues and manage their accessUse email invitations for office access, separately from phone enrolment.
- Work with providers and shared sitesUnderstand who administers a site, who pays and what each company can see.
Use SiteClara during the day
Record work, report problems and get jobs sorted.
- Record routine work or a specialist taskA printable operative quick start for tags, checklists, due checks and photos.
- Report a problem at a locationSend a clear problem report and understand who receives it.
- Find a job and record that it is fixedUse the queue, close at the right tag and put a mistaken scan close right.
- Supervisor quick startCheck the team’s work, escalate a job, explain exceptions and review the day.
- Building manager quick startReport problems, answer escalations and arrange separate report-reader access.
- Staff reporter quick startFor teachers and support staff: join, report a room problem and follow your own reports.
- External contractor quick startOpen the job sent to you, visit the location and record Fixed or Needs another visit.
- Send a job to an external contractorShare a controlled job link yourself and follow the visits without enrolling the contractor.
Review and read reports
Understand the record and get it to the right people.
Your account and data
Subscriptions, privacy, language and accessibility.
- Manage billing, payments and cancellationFind invoices, update payment details, understand changes and cancel at the period end.
- Control texts and supervisor email alertsUnderstand which messages SiteClara sends and how to turn them off or back on.
- Understand your records, privacy and data exportWhat is visible, what can be corrected and where to find the formal notices.
- Read help in your language and use accessible controlsUse browser translation, larger text, keyboard navigation and printable instructions.
Fix a problem
Practical steps when something does not work as expected.
- I cannot sign in or find my invitationCheck the sign-in route, browser, enrolled identity and newest link.
- A tag will not open, shows the wrong place or has missing controlsSeparate camera or NFC problems from location status and access.
- Work without signal and manage photosKnow what can queue, what still needs a connection and how to confirm it reached the record.
- A report or new-job email is missingCheck the period, approval, recipient access and delivery before changing the setup.
Need a hand?
For your building's access or work, start with your organisation's administrator. For SiteClara or billing help, email help@siteclara.com.
Include your organisation, the building, what you tried and the message shown. Do not send private sign-in, invitation or contractor links, or full card details.