Invite a Dockets Supervisor to Create a Virtual Superintendent Login

When a new user is added to Virtual Superintendent, they are sent an email invitation to create an account login (an account name and password). The user's new account is normally configured by an administrator as part of the invitation setup process.

When inviting a Dockets Supervisor, it is important to ensure that their new Virtual Superintendent user account is linked to their SafeSite user account. This link allows the supervisor to review, accept, or reject dockets assigned to them in both Virtual Superintendent and the SafeSite mobile app.

Similarly, when updating an existing Virtual Superintendent user to assign them the Dockets Supervisor role, their account must also be linked to a SafeSite user. Without this link, they cannot manage dockets across both platforms.

A Head Contractor Administrator with User Admin permissions is responsible for inviting new users and managing permissions. When a Dockets Supervisor requires access, they should be directed to the project’s User Admin to complete this setup.

This page outlines the steps that the administrator must follow to correctly configure a Dockets Supervisor.

Permissions

To invite a user to Virtual Superintendent, and to edit the permissions of an existing user to make them a Dockets Supervisor, you must have Admin Manager or User Admin permissions (Admin Managers are automatically assigned User Admin and Docket Admin rights).

Invite a New Dockets Supervisor

To invite a Dockets Supervisor to create a Virtual Superintendent login:

1. Sign in to Virtual Superintendent.
2. Click Menu > Users. The Users page opens.

3. Click the Virtual Superintendent Users button in the top menu bar. A grid view opens, showing all Virtual Superintendent users in your project and their permissions.

   

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4. Click the Invite User button in the top right corner. The Invite User dialog opens.

   

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5. Type (or paste) the new user's email address into the Search for user field then click Invite New User. The title of the dialog changes to Invite New User. This step adds the new user's email address but does not send an invitation.

   

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6. Enable the Dockets Supervisor permission in the Permissions section. This adds the Link to Supervisor Mobile User field to the top of the dialog where you can select the SafeSite user to link to the new Virtual Superintendent user.

   

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7. Search for and select the supervisor's SafeSite user in the Search for supervisor field. You can either type the user's name or email address into the field and select a result or open the dropdown list, scroll down and manually select a user. The SafeSite user is added to the field.

   

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8. Click Invite. An invitation is emailed to the new Virtual Superintendent user.

After an invitation is sent, the user is added to the Users page with a Reinvite icon shown under the Actions column until the invitation is accepted.

Once their invitation is accepted, an Accepted icon is a shown under the Accepted column.

Edit an Existing User

To make an existing Virtual Superintendent user a Docket Supervisor:

1. Sign in to Virtual Superintendent.
2. Click Menu > Users. The Users page opens.
3. Click the Virtual Superintendent Users button in the top menu bar. A grid view opens, showing all Virtual Superintendent users in your project and their permissions.
4. Locate the user account you want to edit. Use the filter in the top left corner to filter by name or email address.
5. Click the Edit button (pencil) beside the user account under the Actions column. The User Permissions dialog opens.
6. Enable the Dockets Supervisor permission in the Permissions section. This adds the Link to Supervisor Mobile User field to the top of the dialog where you can select the SafeSite user to link to this Virtual Superintendent user.
7. Search for and select the supervisor's SafeSite user in the Search for supervisor field. You can either type the user's name or email address into the field and select a result or open the dropdown list, scroll down and manually select a user. The SafeSite user is added to the field.
8. Click Update. The user's permissions are updated, and their Virtual Superintendent user account is linked to their SafeSite app user.

Permission Notes

The General User permission provides basic access to Virtual Superintendent. This permission is always enabled and cannot be removed.

The Dockets Supervisor permission allows the user to review and accept dockets, but the Dockets Supervisor Bulk Accept permission allows the user to accept many dockets at once. This permission should be used with caution as it can reduce review accuracy if misused (essentially giving supervisors an 'easy mode'). Supervisors are expected to carefully review dockets, but this permission might encourage them to accept dockets in bulk without giving them sufficient attention.