Client Admin and Management

Give your clients complete control over how their teams interact with the system.
They can manage admin settings, permissions, and compliance features effortlessly — all within your consultancy’s branded framework.

Unlimited free viewer accounts allow the wider team to access, sign, and acknowledge documents at no extra cost. Every action is logged through secure audit trails for full transparency and accountability.

System Admin & Management

• Define groups (Admin, HR, H&S, etc.) for functional access
• Assign roles (Director, Manager, Subcontractor, etc.) to set hierarchy
• Tailor visibility by project, role, or team
• Ensure users only see what’s relevant to their role

User Management

• Add, edit, or remove users instantly
• Upload qualifications and ID cards to user profiles
• Search and filter by role, group, or project
• Maintain accurate workforce and compliance records

System Security & Lockouts

• PIN-protected profiles for secure logins
• Automatic lockouts after repeated failed attempts
• IP-based protection for enhanced security
• Admin-controlled reset for quick recovery

Branding & Customisation

• Add client company logo, colours, and branding
• Create a professional interface for your staff and contractors
• Build trust with your workforce and clients through consistency
• Tailor the system to reflect your organisation’s identity

Audit Trails & Admin Logs

• Record every action across the platform
• Track edits, digital signatures, and document sharing
• Provide clear evidence during audits or investigations
• Strengthen transparency and accountability at all levels

Administration Hub

• Centrally manage key system settings
• Provide unlimited viewer access for teams
• Control permissions and compliance features
• Maintain secure, consistent system governance