How do I manage my property team?

Adding staff to your property allows them to see who is on the property, get notifications when a visitor checks-in/out, risks or incidents are reported, unwanted check-in question responses are given, as well as determining what they should be able to access.

If you're needing to provide admin access to your property to someone outside of your company, try these steps.

Contractors and visitors are invited separately. If you need help getting your contractors onboard click here.

Add the staff to your company

Before you add staff to your properties, they need to be part of your company in Onside. From the 'Internal' page found under the 'Community' tab, click the +Invite button in the top right to start inviting.

If you're needing to invite multiple staff, try using the Upload CSV option.

Create your property team

1. Click the 'Teams' tab
2. Click 'Add team' and give it a name
3. Click on the green 'Add To Team' button
4. Choose the staff you'd like for your property

Select your properties

1. Click on the 'Properties' from your team
2. Click 'Add Property' and select the properties that you want your team to be associated to.

Alternatively, you can select the team from the property directly

1. Click on 'Managed Properties'
2. Select your property
3. Navigate to the 'Teams' tab
4. Click 'Add Team' and select your team

Set your staff access level

Once you've chosen your team, it's time to choose what access level your staff will have. Here's a quick breakdown;

Property Admin - Will have access to reporting on the web portal, make changes to the property, receive notifications for the property, and access the property's visitor list in the app.

Team member - If you don’t make a user an admin, they'll only get property notifications if they're checked in to the property when visitors check-in/out or report risks/incidents.
The properties they're part of will also show in their 'My Properties' list and they will have access to the property's visitor list and risk map without having to check-in to the property.

Choose a Property Contact

Visitors signing into your property using the Onside app will have access to the property contact phone number so they can be called if need be and be the contact person for unwanted answers to Check-in Questions.

Choose the contact person by simply clicking the 3-dot menu at the right of their notification column on your property's 'Team' page and select 'Set as property contact'.

From this screen you'll also be able to see who still needs to download the app with the 'Invited' status.

Remove staff from your property

If you've added someone to the property team and you now need to remove them, follow these steps

1. Click on 'Teams' > 'All Teams' in the sidebar
2. Select your team
3. Click the button to the right of their contact details and select 'Delete'.

Share access to other companies

You can give non-staff admin access to your property too. When you do this, it creates a connection with their own company in Onside. Then, their Company Admins can then set up a team and determine their staff's own access and notifications.

To set up the connection, follow these steps;

1. Log on to your Onside web portal and click on the property you want to share
2. Go to the 'Info' tab, scroll down and click 'Share access'
3. Type in the company name, click share, and then save at the bottom of the page.

Done, they're now able to set up their team. 

To remove the connection, simply click the trash can to the right of their company name and then save.

If you've typed in their company name and it's not giving a result, then they're not in Onside yet. Worry not, you can invite them.

 

If you have any questions or need any help, you can reach us on 0800 ONSIDE (NZ), 1800 112334 (AU), or email Support@onside.co

Click here to provide feedback, or if you have an idea for an improvement to Onside, you can add it directly to our product board.

 

Next steps

• Invite your contractors
• Order a sign
• Set up your subscription
• Set up your risk register