Enrol your team and set the services they cover

Enrol a phone user

1. Open Team in a provider account or Own staff in an owner account.
2. Choose Enrol a worker. Enter their name and mobile number, including + and the country code when needed.
3. Choose Operative, Supervisor or, where available, Building manager. Select the buildings where that role applies.
4. Confirm the person has agreed to get texts from SiteClara, then send the enrolment.
5. Ask them to open the text on their own phone in Safari or Chrome and complete enrolment.

An operative records work and closes permitted jobs at their tags. A supervisor does that and has additional controls. A building manager reports and answers escalations but records no work. Only the organisation administering a site can enrol its building managers or staff reporters.

Choose own-staff services under Covers

For an organisation's own staff at its own buildings, choose the person's services under Covers, such as IT or Maintenance. This is set once per person for that employer and applies at all their assigned buildings.

A person with no services selected is a generalist and sees every own-staff job there. A service-specific job is visible to people covering it and to generalists. If nobody at the building covers that service and there are no generalists, it is visible to all own staff so it is not left with nobody able to act.

The same rule governs job visibility, closing and new-job emails. The service recorded when a job opens stays on it even if people's coverage changes. Provider job access continues to follow engagements; Covers does not turn an engaged provider into the site's own staff.

Edit, resend or remove

Open a team member to edit their name, selected buildings, role or services. The chosen role applies to the buildings saved in that editor. A person has one role per assigning organisation and site; it is not a stack of roles.

If their enrolment link expires, use Send again where offered. If consent was not previously recorded, confirm it when asked. A person with texts off cannot receive another enrolment or sign-in text until texts are resumed.

Remove people who no longer need access. This removes that organisation's assignments; access granted by another organisation is separate. Portal-user access is also separate and must be removed in Settings when appropriate.

Invite staff who only report problems

Use Staff who report problems for teachers and support staff who only need to report and follow their own reports. This creates a named invitation to share yourself and does not collect a mobile number or send a SiteClara text. Read the staff-reporter instructions before inviting them.