As Owner, prepare the place in which other people use WorkSteps. Organisation administration gives you the Owner role. It does not give you the Author, Reviewer, Supervisor, Operator or Viewer roles automatically at the real site.
Prepare the site
Sign in through SmartFACT Accounts, choose the correct organisation and use Set up if WorkSteps has not been initialised. Check the site name and timezone before saving. Complete the requested Accounts authentication. Invite people and grant product roles in Accounts, then use Team & stations to check their local assignments. A local restriction cannot add a role that Accounts has not granted.
Enrol named stations that people can recognise on the floor. Agree who authors instructions, who reviews them and who issues units. Removing an operator or retiring a station can hold work and end its station session, so arrange the physical handover before making an access change.
Hand over a usable site
Ask the Author and Reviewer to prepare and assign a release, the Supervisor to import and issue identified units, and the Operator to choose an enrolled station. Those are separate responsibilities. An Owner who also performs one needs its explicit role.
Use site set-up for the full checklist. If a role is missing, follow manage access. Do not use another person's sign-in to finish their work.
Keep an exit record
The Complete export on Plan and usage is available to an Owner or Supervisor with recent authentication. Prepare it before closure and check that it becomes available. It is the Owner's exception to the ordinary production-record access rules. Closing the site does not cancel the organisation's subscription in Accounts. Follow history and exports before any closure decision.