Add a team/staff member to your property
Adding a team member to your property is quick and easy to do. When you add them they will be able to see who is on your property, get notifications when a visitor signs in or out, have access to your emergency plan, and easily report a risk or incident.
This guide explains how to add a team member. Contractors and visitors are invited separately. If you need help getting your contractors on board click here.
Before you can add a team you need to have your property set up. It is also useful to have a few risks in the system so there is something for your team to see.
If you have more than one property and want the team member to be on them all you will need to follow this process and add them to each property individually.
Select a property
Select the property that you want to add a team member to. You can add the same person to more than one property, however you will need to add them individually to each property.
Select the “Team” tab and click on the green circle with a plus
Enter your team members details
To complete the form you will need your team members name, cell phone number and email address.
They need to have their own email address as you can’t have two accounts set up with the same details.
Job Role
This detail is optional, however if a team member has a title (e.g. Manager, 2IC) you might want to add it.
Administration Rights
You can give a team member administration rights by ticking the box in the form
If you make a team member an administrator they will have the same access to OnSide as you.
Giving an administrator limited alerts will mean they are only alerted when a risk or incident is added. They won’t receive alerts as people come and go from the property.
If you don’t give a person administration rights, they can only get the check-in/out notifications if they're actively signed into the property.
Click add new team member
All done, you have now added a team member. They will receive an invite prompting them to set up a password and download the app. The invite lasts for 7 days. If they don’t accept it in time you can resend their invite.
Choose a contact person and bill payer
By default the person who sets up the property is the bill payer and property contact person.
Visitors signing into your property using the phone app will have access to the property contact phone number, but for privacy reasons it will not state the contact's name. If the best person to talk to isn’t the contact, after your team members have accepted their invite you can change who the contact person is. You can also assign someone else as the bill payer.
- Step 1: Click into the property
- Step 2: Click into the “Team”’ tab
- Step 3: Select who you would like to be the bill payer and contact person
Update user information
- Step 1: Click into the property the person is a team member of
- Step 2: Click into the “Team” tab
- Step 3: Click on the person whose details you want to edit
- Step 4: Click into any field to edit user information and user level.
The only field you cannot edit is the email address