SiteRecon Help Center

Pages
- SiteRecon Help Center
  Introduction to Plato
  How can Plato be used in your organization?
  What's new on Plato?
  What are property views?
  How do you create views?
  Introduction to SiteRecon
  How does SiteRecon work?
  Measurement feature types on SiteRecon
  Sign up and begin your free trial
  Invite users
  Workspace roles
  Organizational code
  My Properties dashboard
  Data correction feedback in the "awaiting approval" stage
  Interacting with the map data
  Placing an order for a single property
  Instant Parking Lot
  Uploading bulk properties
  DIY measurements
  FAQs on order measurement property
  Editing tools
  Creating "Views" in a property
  Add a new feature layer
  Create a custom feature layer
  Selecting tools
  Basics of the editing tools
  Create snapshots
  Create notes
  Move or edit notes
  Leaving comments
  Duplicating the notes to another view
  Notes panel
  Presentation mode
  How to share a property
  How do we change the property level sharing setting?
  How to change a user’s permission for a property?
  Export excel
  Share map links
  Pipedrive CRM
  BOSS Integration
  ServiceMinder Integration
  Manage subscription
  Buy more credits
  How do you invite someone to the workspace?
  What are the different roles in the workspace?
  Set a feature as default orderable
  Set default layer setting
  Install Plato App
  Sign up to Plato
  Login to Plato
  Invite/Manage your team in your workspace
  Search or filter existing properties on the dashboard
  Create New Property
  Open your property map
  View takeoffs mapped by SiteRecon
  Rename your property address
  Nearby properties from your current location (dashboard)
  Notes on Plato
  New and simplified flow of note creation on Plato
  Using the notes filter
  Identify different types of notes with tags colors
  How to create a note?
  How to update a note?
  How to delete a note?
  Add feedback on the property
  Assign a note
  Resolving a note
  Comment and mention on notes
  Export your site audit report from notes
  Sharing notes
- How to update your billing admin?
- How to sync a property
- Downloading a Property

...

Explore

Workspace roles

User roles in SiteRecon are classified into four levels. When you invite someone to a specific role, they gain access to a specific level. These four levels are as follows:

Admin

Being Admin of the workspace, you can -

Control the workspace.

Order new properties

View and Edit all the properties in the workspace.

Access and Edit all the views of all the properties in the workspace.

Manage the credit system of the workspace.

Invite other users as Creator, Viewer or Guest.

Once users are added you can make them additional Admin of the workspace.

Define property level access for each user in the workspace, you can choose between - All workspace properties access or Invited properties only access.

You can invite users to a property with Editing or Viewing rights .

Define access level for each property in the workspace, you can choose between - Everyone in the workspace can access , Only people invited to the file can access or Anyone in the link can access(public link).

Remove users from properties.

Delete users from the workspace.

Re-invite removed users to the workspace.

Creator

Being a creator of the workspace, you can -

Order new properties.

View and Edit properties in the workspace depending upon permission level access set by the admin and the properties created by other creators

Access and Edit all the views of a property.

Create new views of a property.

You can invite users to a property with Editing or Viewing rights .

Define the access level of a property in the workspace, you can choose between - Everyone in the workspace can access , Only people invited to the file can access or Anyone in the link can access(public link).

Remove users from properties.

Viewer

Being Viewer of the workspace, you can -

View properties in the workspace depending upon permission level access set by the Admin.

Edit a property only if permission given by Admin or Creator

You can invite other users to a property with Viewing rights .

Guest

Being a Guest in the workspace, you can -

You can view the properties you are invited to.

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