You will notice in your Users section two different types of users - Dashpivot Users and Sitemate Users:
To determine if a staff member needs access as a Dashpivot Contributor or as a Sitemate user (Free or Paid), let's have a look at the differences in terms of access and functionality.
| Data entry | Photo | Start Workflow | Workflow Notification | Form editing after saving | Photo GPS | Scan & Sign | Clone & Email forms |
DP | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
SM | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ | ❌ | ❌ |
Dashpivot Contributors:
Required for internal administrators, management team, supervisors, leading hands, foremen
Access to your Dashpivot workspace
Ability to:
Record, access and download data
Access and download data recorded by other users
Approve forms through a workflow
Access project and team folders
Manage users (Controller level)
Set up new project and team folders (Controller level)
Create and deploy templates (Controller level)
Create, edit and share Sitemate Links with Sitemate users
Use the Scan and Sign function to record workforce attendance onto forms (eg: Toolbox Talks)
Sitemate Users:
Required for your internal or external workforce and operators
No access to your Dashpivot workspace
Data is submitted via the Sitemate Links functionality
Ability to:
Submit forms and photos
View their own submissions
Access a view-only copy of the forms they were scanned onto
Cannot:
Edit forms once submitted
Clone forms
Email forms
Sitemate Paid Users:
Ongoing access to specific templates, to submit forms on an ongoing basis
Best suited for Timesheets, Machine and Vehicle Prestarts, Take 5s, Job Safety Analysis (JSAs) and any processes that are conducted regularly
Sitemate Free Users:
Can submit a single form at once for one or several templates
Best suited for Inductions, Site Check-ins, Remote Toolbox Talks, Incident and Near-miss reports, Room Completion Sign-off
Some User examples:
Your supervisor completes Site Diaries and scans the team on during a Toolbox Talk, they MUST be a Dashpivot user
Your operator only needs to submit a Prestart every day, they do not need to go back and make edits to their Prestarts so they DO NOT need to be a Dashpivot user, they can use a Sitemate QR code
A subcontractor is submitting ITPs in a workflow and they need to be notified when the workflow has been completed they MUST be a Dashpivot user
Staff need to submit confidential information for inductions, they should not see other workers' submissions - they can be a Sitemate user