Site Groups in Atlas help you manage access for clients with multiple locations. By using Sites, you control which users can view specific sites and their related data.
Why Use Site Groups?
Restrict visibility so users only see selected sites.
Improve data security and privacy for sensitive information.
Simplify management for organizations with multiple locations.
IMPORTANT: Sites affect access to:
Documents
Risk Assessments and SOPs
Checklists
Incident Logs
Other areas, like employees and holidays, are managed through permissions and department structure.
How Site Groups Work
When you assign a user to a Site, they can only view data for the sites in that group. For example, when creating a risk assessment, users can only select locations they have access to.
How to Enable and Set Up Site Groups
Go to Company > Site and locations.
Turn on the Site Groups slider.
Only enable this if you have more than one site.
If enabled by mistake, contact us via the chat icon to disable it.
Click ‘Add Group’ at the top of the page to create your first group.
Start by creating a group that includes all sites. This ensures service owners and main users can see everything.
Create a Site Group in Three Steps:
Name the Group: Use clear names like ‘All Sites’ or the location name.
Select Sites: Drag and drop the relevant sites into the group.
Add Users: Use ‘add/remove user’ to assign managers, H&S users, or service owners. You don’t need to add employees, as they don’t access site-specific data.
Click ‘Save Group’ to finish. Repeat these steps to create more groups as needed.