Site Groups in Atlas help you manage access for clients with multiple sites. By using Site Groups, you control which users can view specific sites and their related data.
Site Groups are tailored for controlling access to specific categories of organisational content, making them ideal for managing permissions for areas such as risk assessments and categorised documents effectively.
Why Use Site Groups?
Restrict visibility so users only see selected sites.
Improve data security and privacy for sensitive information.
Simplify management for organisations with multiple locations.
Note: Site Groups affect access to:
Documents
Risk Assessments and SOPs
Checklists
Incident Logs
Other areas, like employees and holidays, are managed through permissions and department structure.
Site Groups are distinct from Departments, as they focus on restricting access to organisational documents like risk assessments rather than managing employee information or HR-related tasks.
How Site Groups Work
Unlike Departments, which are tied to employee management, Site Groups are exclusively focused on content access control and are not connected to HR structures.
When you assign a user to a Site Group, 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 Groups.
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.