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System Administration

Company settings, user access and configuration.

18 guides

Getting Started Forms & Audits Tasks & Reminders Obligations Human Resources Documents Risk Management Asset Management External Parties Hazardous Substances Reports & Charts Visitor Management Noticeboard Timesheets Workplace Centre System Administration

Allowing Teammate in Google WorkspaceHow your Google Workspace administrator trusts Teammate so staff can sign in with Google — the four console steps, the three client IDs, and testing the connection.Admins Approving Teammate for Microsoft 365 sign-inHow a Microsoft 365 administrator approves Teammate for your organisation — once — so staff can sign in with Microsoft and you can create Single Sign-On users.Admins Company timezone & login methodHow to set your company's timezone and preferred login method from the General settings tab.Admins Connecting external app integrationsHow to connect, configure, pause, or disconnect an external app integration, and check its logs.Admins Customising email templatesHow to customise the External Parties and User Invitation email templates, including placeholders.Admins Email alerts & the Teammate summaryHow to configure email alert frequency and turn the Teammate summary email on or off for your organisation.Admins Enforcing MFA by role (security policy)How to require two-step verification for specific roles across your organisation.Admins Generating an Open API key & using the APIHow to generate and rotate an Open API key, and where to find the endpoint documentation.Admins Managing branchesHow to add, edit, delete, activate, or deactivate a branch.Admins Managing checklist templates & assignmentsHow to add, edit, and activate checklist templates, and manage who they're assigned to.Admins Managing task-list templates (company library)How to create, clone, edit, assign, and delete task-list templates in your company's library.Admins Managing unsubscribed employeesHow to view and remove someone from the unsubscribe notification list.Admins Managing workplacesHow to add, edit, delete, activate, or deactivate a workplace.Admins Restoring archived (deleted) recordsHow to find and restore a deleted record from the Archives tab.Admins SMS text message limits & usageOnSite can text a host when their visitor signs in. Each company’s monthly SMS allowance is a limit per OnSite location, pooled across all its locations. See your usage and each location’s texts under System Administration → Subscription, what the 80% and limit-reached emails mean, and how to add SMS if you don’t have it.Admins Simpro integration: connection status and timesheet exportsWhat the Simpro connection card on Settings → Integrations is telling you, what the warning toast means when a timesheet can’t be sent to Simpro, and how the automatic 30-day retry works.All users System Administration overview (what lives where)A map of what each System Administration tab covers, so you know where to look for a given setting.Admins Viewing your subscription & usage limitsHow to check your subscription's usage against its limits for employees, external parties, sites, forms, and storage.Admins

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