🏛️ Adding a Business
You can manage your businesses through the Settings menu in the bottom-left corner of your screen.
Click Businesses to view all businesses associated with your account.
💡 Your company can have multiple businesses listed under it.
To add a new business, click the Add Business button and complete the form, including:
Address details
Registration and PAYE numbers
Payment settings
⚠️ Note: Editing an existing business is currently not supported in the app.
🏢 Adding a Site
To manage or add sites:
Navigate to the Sites tab under Settings.
Click Add Site to open the site creation form.
Select the business the site belongs to and fill in the site address details.
⚠️ Note: You cannot currently edit a site once it’s been added.
🔒 Important Note
You can only add businesses/addresses that are already on your SMS or that you intend to request as part of an existing or pending Sponsor Licence. This ensures you remain compliant and do not accidentally begin sponsoring individuals at unapproved locations.
If you require any support with applying for a new Sponsor Licence, please see here.
👤 Adding and Editing Users
All platform users are visible under the Users tab in Settings.
🛠️ Editing an Existing User
Only Owners can edit user permissions.
While you can’t change a user’s role, you can:
Update their name and job title
Assign or remove access to specific businesses and sites
➕ Adding a New User
To add someone new:
Click Add User in the Users view.
Choose a role for the new user:
Owner: Full access across assigned businesses and sites
Editor: Can view/edit info but cannot send offers or create CoS requests
Viewer: View-only access
Assign the user to one or more businesses and sites.
Click Confirm to activate the user.
💡 Video Guide Tutorial
💬 Need help or an update? - Open the Support tab at the bottom right of your screen to contact our team directly.