General Contractor User Management

⚠️ For a detailed break down of user access levels, click HERE
 

Creating a User

A user is anyone from your company who logs into HammerTech with a General Contractor role. To add one:

1. Go to Administration > User Management.
2. Click + and enter the user’s email.
3. Validate it, then complete name, phone, and job title.
4. Select a User Type (Admin or Standard User role).
5. Optionally apply a User Permission Set.
6. Assign project or region access and tick permissions (Project Admin, Region Admin, Confidential Data, etc.).
7. Choose whether they should auto-join new projects.
8. Click Create. The user receives an activation email.

Deleting a User

Deleting removes login access but retains their historical activity.

1. Go to Administration > User Management.
2. Search and open the profile.
3. Select Options > Delete.
4. Confirm deletion.

If the user has multiple roles under their profile, please follow the steps below:

1. Search and open the profile.
2. Under Roles, Select the Cog next to the Role > Remove.
3. Once all roles are removed, select Options > Delete User Profile
4. Confirm deletion.

Assigning Users to Multiple Roles

A single email can be tied to multiple employers or roles.

• Add an existing email as a Primary Contact or Nominated Representative for another employer.
• HammerTech links all roles under one login; users choose the account after logging in.
   

Notification Management

How do I manage my own notifications?

1. Go to My Account > Notification Preferences
2. Choose to receive:
   1. All project notifications
   2. Specific projects only
   3. No notifications

How to I change another user's notification settings?

1. Go to Project Settings > Users or Administration > User Management
2. Select the user
3. Change the Site Notifications preferences

Someone isn't receiving emails

• Confirm their role (the type of emails/notifications someone can get depend on what kind of role/account they have)
• Make sure their email address is correct and active
• Have them check spam folders and firewall blocks

User Permission Sets

User Permission Sets define exactly what each role can see and do across HammerTech.

They let you narrow or expand access beyond the default role permissions — for example, allowing a Standard User to edit inspections but not incidents.

Create a Permission Set

1. Go to Administration > User Permission Sets.
2. Click the blue + icon in the top-right corner.
3. Enter a clear Name that reflects its purpose (e.g. Std User – No Equipment Review).
4. Choose a Base Role (Admin, Standard User, etc.).
   • Each Permission Set can only apply to users with that same base role.
5. Add or remove permissions by clicking the dots next to each module or action:
   • Small dot = no access
   • Large ticked dot = access granted
6. Toggle whole modules on/off using the ON/OFF button at the module header.
   • Turning a module off hides it from that user and suppresses its notifications.
7. Click Create when finished.

Edit an Existing Permission Set

1. Open Administration > User Permission Sets.
2. Select the set name.
3. You can edit the name and change permissions, but not the base role or assigned users.
4. Click Save Changes.

Delete a Permission Set

Only unused sets (no users assigned) can be deleted.

1. Open the set > click the Options cog > Delete.
2. Type the on-screen confirmation phrase.
3. Click Delete.

Bulk-Assign Permission Sets

Use this when applying the same set to many users at once.

1. Go to Administration > User Management.
2. Click the Options cog > Bulk Assign User Permission Set.
3. Select the User Type to include (Admin, Standard User, etc.).
4. Download User List and review it in Excel.
   1. Optional filters: Job Title, Existing Permission Set, Status (Active/Awaiting).
5. Return to HammerTech > click Continue.
6. Upload the reviewed file. Check the summary for errors.
7. Choose the Permission Set to apply and decide how to handle existing project-level sets:
   • Override = replace project-level set.
   • Keep = retain project-level set.
8. Review and click Submit.

Note: Bulk-unassigning is not supported. To remove a set, edit each user individually.

Apply a Permission Set to a User

System-Level Application

Applies across all projects the user can access.

1. Go to Administration > User Management.
2. Select the user.
3. In Applicable Permission Set, choose the relevant set.
4. Save Changes.

Project-Level Application

Overrides any system-level set for that single project.

1. Go to Project Settings > Users.
2. Select the user.
3. Click Change the User Permission for this Project.
4. Choose a set and save.

Project-level sets override system-level ones where both exist.

System vs Project Scope