Setting Up A New User > Project Level

What is a User?

In HammerTech, a User refers to an individual employed by the company licensing the software (i.e. the Main Builder). When someone working for a Subcontractor has a login to HammerTech, they are also classified as a User but are referred to as either a Primary Contact or a Nominated Representative.

This guide explains how to add an existing User to a Project and manage their settings. If you need to create a new User, refer to Company > Setting Up A New User.

Once a User is set up in the HammerTech system, they can be easily imported into new Projects, with settings managed on a per-Project basis.

Managing Subcontractor Users

Primary Contacts and Nominated Representatives are created and managed through the Employer's profile. For more details, refer to:

• Adding a Subcontractor User > Primary Contact

• Adding a Subcontractor User > Nominated Representative

All other individuals using the system, such as inducted workers, DO NOT have a HammerTech login. These individuals are managed by Users via the Employers and/or Personnel modules.

Instructions: Adding a User to a Project

1. Log into HammerTech.

2. Select the relevant project from the Company Overview drop-down in the top right-hand corner.

3. Navigate to Project Settings > Users.

4. Click the + (blue) button in the top right-hand corner.

5. From the User drop-down, select the individual to import onto this Project.
   Note: If the User is not listed, check whether they are already added to the Project. If not, they may not be set up in the system—refer to Company > Setting Up A New User.

6. Assign the User Role for this Project User Types Explained
   Note: This role applies to the selected Project only and will not affect the User’s access or settings on other Projects.

7. If applicable, review and modify the User Permission Set for the Project. 

8. Select additional required Functionality Settings (Functionality Settings Explained).

9. Click Create to finalise the User setup.

User Roles Explained

Standard User

• Has no administrator rights.

• Can only access the Projects they have been assigned to.

• Can access all Project menu items.

• May have permission to view confidential information.

• Cannot access or modify Project settings.

• Cannot access Administration or Project Settings menus.

Standard User (Project Admin)

• Can access all Project menu items.

• Has access to Project settings.

• May have permission to view confidential information.

Functionality Settings Explained

Has Individual Site Diary

• Allows the User to create and update a daily Site Diary entry assigned specifically to them.

Is Site Diary Admin (not applicable to Employer Representative Users)

• Can modify the Site Diary, including the Daily Site Summary, Worker Numbers, and Site Diary Entries.

• Can approve individual Site Diary entries.

  • Note: If not selected, the User can still view Site Diary entries but cannot approve them.

Receive Site Notifications

• User will receive all notifications for this Project in their Notification Window.

Allow Access to Confidential Information (overridden by Admin Role)

• Allows access to confidential information within the system, such as Medical Checklist details in the Personnel module.

• For more details on managing access to confidential data, refer to Project > Confidential Data Access (Extended Privacy)

For further assistance, please contact HammerTech Support or refer to the Help Centre.