Restrict Item Codes for a SafeSite User

Limiting the number of Item Codes for a SafeSite user will speed up the time it takes to create daily dockets and reduce the likelihood that they might select the wrong chargeable item.

Both head contractor and subcontractor admins are able to assign Item Codes to subcontractors from the Virtual Super, however the steps are slightly different for each, as explained below.

HEAD CONTRACTOR ADMIN ASSIGNS ITEM CODES TO A SAFESITE USER:

Head contractor admins who have the Virtual Super User Admin permission can access the Users page of the Virtual Super where they can assign Item Codes (chargeable items) to SafeSite users on their project.

Head contractor admins will follow these steps to assign Item Codes to a SafeSite user -

Click image for larger view

• Go to the Users page in the Virtual Super
• In the SafeSite App Users tab, filter to find the user
• Click to open their User Permissions dialog
• Expand the list of Item Codes (see first graphic above)

• Start typing an Item Code in the search field, then select it from the list.

  Note: Where there are hundreds of Item Codes to assign to a user, the admin can use the All selection box to select all available Item Codes, then click to deselect the Items you do not want to assign to the user (see graphic below)

• Press Save

The Item Codes assigned to the SafeSite user will be the only items available to them in the SafeSite mobile app.

NOTE: When creating a new SafeSite user, by default all Item Codes in the list are allocated to them. This is indicated by (All) beside the Supplier name in the Item Codes field.

SUBCONTRACTOR ADMIN ASSIGNS ITEM CODES TO A SAFESITE USER

Subcontractor admins who have the Virtual Superintendent User Admin permission are able to access the Users page of the Virtual Super, where they can assign Item Codes (chargeable items) to their SafeSite users.

Subcontractor admins will follow these steps to assign Item Codes to a SafeSite user -

Click image for larger view

• Go to the Users page
• Filter to find the SafeSite user
• Click to open their User Permissions dialog
• Expand the drop menu to see all available Item Codes (see graphic above)

• Start typing an Item Code in the search field, then select it from the list.

  NOTE: Where there are hundreds of Item Codes to assign to a user, the admin can use the All selection box to select all available Item Codes, then click to deselect the Items you do not want to assign to the user (see graphic below)

• Press Save

The Item Codes assigned to the SafeSite user will be the only chargeable items available when they sign-on to the SafeSite mobile app to create electronic dockets.

This support movie demonstrates a subcontractor admin assigning Item Codes to a SafeSite user.