Projects in SiteMinutes belong to a company. Everyone in the company sees the same projects, meetings, registers and minutes, on every device they sign in on.
Your personal space
Everyone also has a personal workspace, for meetings that aren't company work. Switch to it with the Personal workspace button at the top of the home page (it only shows once you belong to a company too).
The personal space has folders instead of projects. A folder is just a name: no project code, site, client, contract or registers.
- The home page lists all your meetings, newest first, with planned meetings for today and later on top. Tap a folder chip (All · General · …) to see one folder.
- Record a meeting never asks for a folder: the meeting goes into the folder you used last, or General, which is made for you. To use another one, tap change next to Folder: General before you start.
- Press Folders to create, rename or delete folders. A folder can be deleted once it is empty.
- To move a meeting, open it and press Move to another folder at the bottom. It keeps its number.
- People you meet with (open a folder) is the attendance list for the meetings in that folder.
Set up your company
- Sign in at siteminutes.app.
- Go to Settings → Company and press Start free trial.
- Enter your company details and country, and press Start 7-day free trial.
You become the company's owner and its billing owner. The trial has 2 seats. A person can belong to one company, with as many seats as the company needs.
Under Settings → Company, an owner or admin can also fill in the Company details (as they should appear on minutes and invoices), the Industry (it sets your standard meeting types and the wording of the minutes), the standard minutes e-mail and the Meeting types. The Minutes design (colours, fonts, logo) is under Settings → Appearance, and the plan, seats and account overview under Settings → Billing.
Your meeting types
Your company keeps one list of meeting types: a name, a short code (such as SM or DR) and an agenda. Every new project starts with this list, so a type you add once, such as a "Design review", is there in every new project.
The list starts as the standard types for your industry. For construction these are Site SM, Progress PM, Client CL, Team TM and Technical TC.
To change the list, an owner or admin goes to Settings → Company → Meeting types:
- Add type: enter a Name and a Code of up to 4 letters or digits, fill in the agenda items, and press Add meeting type.
- Tap a type to change its name, code or agenda, and press Save meeting type.
- Use ↑ and ↓ to set the order, and Remove to take a type off the list.
Other members can see the list but can't change it.
Changes apply to projects created from now on. Existing projects keep their own types. To give an existing project one of the company's types, open the project's Meeting types page, choose it under Add a type from the company list and press Add to project. A project's own types, running numbers and default attendees are still set on that page.
Changing the industry. If you haven't changed the list, it switches to the new industry's standard types. If you have changed it, your list is kept. To use the new industry's standard types anyway, press Reset to … standard types on the Meeting types page. This replaces the whole list, but existing projects are not changed.
Roles
| Role | Can do |
|---|---|
| Owner | Everything an admin can do |
| Admin | Invite and remove people, change the company details, industry, meeting types, minutes e-mail and minutes design, and see the tickets filed under the company |
| Member | Work on the company's projects and raise support tickets |
One owner is the billing owner. Only the billing owner can choose the plan, buy seats and see payments. See Billing.
Invite a colleague
Owners and admins invite people under Settings → Team.
- Under Invite someone, enter your colleague's E-mail and choose a Role (Member or Admin).
- Press Create invitation.
- SiteMinutes e-mails the invitation. The invite link is also shown under Invitations, so you can copy it and send it yourself, for example by WhatsApp.
Your colleague opens the link, signs in or presses Create an account with that same e-mail address, and presses Accept invitation. An invitation can't be used from a different address.
Invitations work for 14 days and only once. To cancel one, press Withdraw. If one expires, create a new one.
Seats
- Every active member uses one seat, including owners and admins.
- An open invitation holds a seat until it is accepted, withdrawn or expires.
- The Team & seats page shows Seats in use, Invited and Free seats.
- If all seats are taken, nobody new can join until a seat is freed or more seats are bought. The billing owner presses Buy more seats.
- To remove someone, press Remove next to their name and confirm. Their seat is free again. Projects and minutes stay with the company.
Support tickets in a company
When you open a ticket, choose which workspace it is filed under. Owners and admins can see the tickets filed under their company, so the practice has one view of open questions. Members see only their own tickets.