Teams & roles

SiteWalk organises users into teams. A team is typically one organisation or client account. Everyone on a team shares the same sites and walk data.

How teams work

Everything you do in SiteWalk — creating sites, conducting walks, generating reports — belongs to your team. What you can see and do within the team depends on your role (see below).

Joining a team

How you join depends on whether you’re the team owner or a team member.

Team owners

When your team is set up, you’re sent a unique code. Sign up with your email address and enter that code — this creates your team and makes you its owner. From there, you invite everyone else from Team Settings (see Managing your team).

Team members

You don’t need a code. Your team owner invites you by email, and you join by following the link in that invitation:

Open the invitation email and tap the link.
Sign in, or create an account if you don’t have one (enter your email address and a password).
You’ll be told you’ve been invited to join a team, and you’re added to it.

Once you’ve joined, you can conduct walks and use everything your role allows.

Roles

Everyone on a team has exactly one role. Your role is chosen when you’re invited, and an owner can change it later.

Owner — full control. Owners conduct walks, see every walk the team has done, analyse across multiple walks with Maslo, and manage the team (invite people, change roles, and remove members).
Manager — full visibility, no admin. Managers conduct walks, see every walk the team has done, and analyse across multiple walks with Maslo, but can’t manage the team.
Contributor — their own work. Contributors conduct walks, see their own walks, and can ask Maslo about a single walk. They don’t see other people’s walks, don’t have multi-walk Maslo, and can’t manage the team. This is the role for people who are mainly out conducting walks on the ground.

What this means in practice

Everyone on the team can conduct walks and ask Maslo about a single walk.
Owners and managers see the whole team’s walks and can analyse across multiple walks with Maslo.
Contributors see only their own walks, and can’t analyse across multiple walks.
Only owners can change who’s on the team or what role they hold.

Sites

Sites are the locations where walks take place — a building, a campus, a depot. Sites belong to a team and are shared across everyone on it. When any team member adds a new site during walk setup, that site becomes available to the whole team for future walks.

Each site has a name and a postcode. These appear in walk records, reports, and Maslo analysis. Use clear, recognisable names — “Main Building” is better than “MB”.

See Conducting a Walk for how sites fit into walk setup.