Good day.
Organisations — provision a client and license their modules
| Name | Licensed modules | Active |
|---|
Create organisation
Analytics — activity by organisation, for review
| Organisation | Projects | Permits | Requests | Users | Active |
|---|
Users — everyone with an account; approve, assign or remove
| Name | Organisation | Status | Created | ||
|---|---|---|---|---|---|
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Remove deletes the account and login permanently, and detaches them from every project.
Dashboard
Permit activity
Permit types
Site plan
Recent permits
| Permit | Type | Holder | Company | Status | Issued |
|---|---|---|---|---|---|
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Daily coordination —
Items on this plan
| Label | Layer | Type | Added by |
|---|
Mark
Requests awaiting approval — from the public request links and internal entries
| Type | Name | Company | Details | Dates | |
|---|---|---|---|---|---|
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Permit Register — every issued permit for this project
| Permit no. | Type | Name | Reg / details | Valid | Status | |
|---|---|---|---|---|---|---|
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Verify a permit — what the QR opens
Assign a task
Tasks
| Task | Assigned to | Due | Status |
|---|
Request form links — send these to drivers, visitors and companies
Projects — every project in your organisation
| Code | Name | Location | Active |
|---|
Modules for — what this project uses; unticking removes it
Add a project
Site zones — draw a named area on the plan, or add one here; these are the location options everywhere
Drawing a named Area on the plan automatically creates a zone with its map location.
Invite people — grab the signup links from the Share links tab and send them
Pending access requests
| Requested | Approve as |
|---|
User registry — everyone in your organisation
| Name | Role on this project |
|---|
Set role to save project access. Remove deletes the user from your organisation entirely.
Companies — people pick their company on the request form; its logo shows on permits
| Logo | Name | Contact | Cap |
|---|
Add a company
Project specifics — the source of truth every module reads from
feeds the watermark
Approval workflows — build the approval chain for each permit type
How it works
A request for this module is submitted (with induction if required), then routes through your steps in order. Each step is an internal role (approver / security / admin) or a named external reviewer who approves via a secure one-time link — no account needed. When the final step approves, the permit is issued into the register. With no steps and no induction, permits auto-issue on submission.
Permit Builder — fields drive the request form and the permit
| Label | Type | Req'd | On form | On permit | Headline |
|---|
Until you save a permit type here, it uses the built‑in default fields. Name and Email are always kept (needed for the permit and the email). Headline is the big field shown on the permit.