Choose the work you need to do
Your job title and your SiteClara role may be different. A premises manager might need both administrator access in the portal and a supervisor role on their phone.
| Role | What it is for | How to get access |
|---|---|---|
| Administrator | Manage the organisation, portal users, agreement and billing, as well as setup and reports. | Portal invitation by email; sign in by email link or passkey. |
| Portal staff | Work in the portal within the organisation's access. Restricted actions, including managing portal users, accepting the agreement and billing, need an administrator. | Portal invitation by email; email link or passkey. |
| Operative | Record work, report problems and close visible jobs at their tags. | Mobile enrolment for the assigned buildings; phone sign-in. |
| Supervisor | Everything an operative does, plus scoped remote closing, escalation, check explanations and authorised daily reviews. | Mobile enrolment as a supervisor at the relevant buildings. |
| Building manager | Report problems and answer jobs escalated to them. This phone role records no work. | The organisation administering the building enrols their mobile. |
| Staff reporter | Report at their school's Staff only tags and see their own recent reports. | A named invitation shared by the school; confirmed school email for returning sign-in. |
| External contractor | See the particular job sent to them and record visits at its tag. | A job link shared by the school or building team. |
| Report reader | Read the approved reports shared with them for a particular shared site. | A separate reader invitation by email; portal sign-in. |
| Visitor | Report a problem where the building offers an Open tag. | Scan or tap the tag; no staff sign-in. |
- Administrator
Manage the organisation, portal users, agreement and billing, as well as setup and reports.
How to get access: Portal invitation by email; sign in by email link or passkey.
- Portal staff
Work in the portal within the organisation's access. Restricted actions, including managing portal users, accepting the agreement and billing, need an administrator.
How to get access: Portal invitation by email; email link or passkey.
- Operative
Record work, report problems and close visible jobs at their tags.
How to get access: Mobile enrolment for the assigned buildings; phone sign-in.
- Supervisor
Everything an operative does, plus scoped remote closing, escalation, check explanations and authorised daily reviews.
How to get access: Mobile enrolment as a supervisor at the relevant buildings.
- Building manager
Report problems and answer jobs escalated to them. This phone role records no work.
How to get access: The organisation administering the building enrols their mobile.
- Staff reporter
Report at their school's Staff only tags and see their own recent reports.
How to get access: A named invitation shared by the school; confirmed school email for returning sign-in.
- External contractor
See the particular job sent to them and record visits at its tag.
How to get access: A job link shared by the school or building team.
- Report reader
Read the approved reports shared with them for a particular shared site.
How to get access: A separate reader invitation by email; portal sign-in.
- Visitor
Report a problem where the building offers an Open tag.
How to get access: Scan or tap the tag; no staff sign-in.
Access follows the building and organisation
A supervisor at one building does not automatically supervise another. A provider sees its own work and permitted unrouted jobs, not another company's private work. At an owner's building, the services an own-staff person covers can also determine their jobs.
A provider that works at a building does not automatically administer it. Shared sites separate site administration, payment, each company's work and the people invited to read reports.
You can have more than one kind of access
Administrator and supervisor is a supported combination. Building-manager phone access and report-reader portal access can also belong to the same person. Each must be set up separately. Follow the combined-roles guide for the exact steps and limits.
Current guide: https://siteclara.com/support/roles-and-access