SiteMax Systems

How to Access, Add, Create and Edit, Site Reports and Safety Reports on Web.

Site Reports and Safety Reports - Web

Understanding Actions, Filters and Settings in your Site and Safety Modules

Navigating Site/Safety Reports Modules

This article explains how to change assigned dates of forms. How to update the forms assigned date.

Changing Forms Assigned Date

Using Company Reports to customize reporting on Project Summary, Purchase Orders, RFIs, Change Orders, Punchlist, and Submittals

Navigating the Company Reports Module

Kelly Shee

Navigating the Site and Safety Report Modules

Site/Safety/Company Reports Modules

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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Update your plan, payment method, and invoices.

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