SiteDNA has three user roles (access levels) that control what permissions each person on your team has: Admin, Manager, and Standard. Roles are assigned when you invite a user and can be changed anytime by someone with the right access.
Admin
Best for: Owner, Office Manager, Senior Managers
Admins have full access to everything in SiteDNA, including all settings, all data, and all features. This is the only role that can manage billing, upgrade or downgrade the account plan.
What Admins can do:
Manage company information, billing, and account plan
Invite, remove, and change the role of any user
Create, edit, and delete categories, tags, templates, and labels
Create and delete properties
Assign users (team members) to properties
Create, edit, and delete issues
Create and share reports
Edit preferences and the "Last Inspected" date on properties
Manager
Best for: Account Managers, Operations Managers
Managers have access to all properties and features and can manage most things day-to-day, including users, categories, tags, templates, and labels. The key difference from Admin is that Managers cannot manage billing or delete the account.
What Managers can do:
Invite, remove, and change user roles (up to Manager level, but they can't promote someone to Admin)
Create, edit, and delete categories, tags, templates, and labels
Create properties (but not delete them)
Assign users to properties
Create, edit, and delete issues
Create and share reports
Edit the "Last Inspected" date on properties
What Managers cannot do:
Access or change billing, account plan, or company information
Access or edit preferences
Delete properties
Standard
Best for: Field Supervisors, Crew Leaders, Crew Members
Standard users can access all properties and use all the core features, like capturing issues, creating reports, and working in the field. They can't manage company settings, delete content, or manage other users.
What Standard users can do:
View all properties and create new ones
View labels on properties (but not create, edit, or delete them)
Create and edit issues
Use bulk issue actions
Create and share reports
View the "Last Inspected" date and user assignments on properties
What Standard users cannot do:
Manage users, billing, company information, or preferences
Create, edit, or delete categories, tags, or templates
Delete properties or issues
Assign users to properties or edit the "Last Inspected" date
Quick reference
| Admin | Manager | Standard |
Billing & Account | Full access | No access | No access |
User Management | All roles | Up to Manager | No access |
Categories, Tags, Templates | Create, edit, delete | Create, edit, delete | No access |
Labels | Create, edit, delete | Create, edit, delete | View only |
Properties | Create & delete | Create only | Create only |
Issues | Full access | Full access | Create & edit (no delete) |
Reports | Full access | Full access | Create & edit (no delete) |
Changing a user's role
Log in to the SiteDNA web app.
Go to Company Settings > Users.
Find the user and click the Role dropdown next to their name.
Select the new role.
Only Admins can change any user's role. Managers can change roles up to Manager level but cannot promote someone to Admin.
Good to Know
Your account's Owner is a special type of Admin who created the account. The Owner role can't be removed or downgraded by other Admins.
Roles are assigned when you invite a user. The default is Standard.
If someone needs to manage categories, tags, or templates, they need at least a Manager role.
All roles can create properties, capture issues, and generate reports. The differences are mainly around settings, user management, and deleting content.
Still need help? Chat with us using the support icon and we'll help you out.