Getting started guide

How to make a user an engineer

Main contractors can now mark their own users as engineers. An engineer has an engineer role, and the role decides which credentials (such as CSCS, SSSTS or IPAF) they need. Credentials are managed on the user record and show under the new Credentials and Engineers areas.

9 steps About a 5 minute read Sign up free
Before you dive in
Who it is for
Your own staff who work on site.
Where it is set
Account, then Users, then the user record.
What drives credentials
The engineer role, set up in Config Settings.
Where to see them
Engineers and Credentials in the sidebar.
Get set up

Before you start

Before you start, check that:

  • Engineer roles and their required credentials exist in Config Settings.
  • You can edit users.
  • You have credential administrator access, to edit role-required credentials.
  • Your company is on the full Sync plan. This is not available on Sync Lite.
1
Set up

Set up engineer roles

In Config Settings, open Engineer roles. Make sure the role is active and has its required credentials.

How to set up engineer roles and credentials
2
Set up

Open the user

Go to Account, then Users, and select the user, or create a new one.

app.syncsoftware.uk/users/184/edit
Dashboard
Customers
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Engineers
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Team
Account
Config Settings
Linked Portals
Notifications 12
Profile
Help
‹ Users
Update user
Delete / block userSend password reset linkSave user
User details
Daniel
Morris
Site Manager
Site supervisor
07700 900418
✓This user is an engineer
Site supervisor
Engineer credentials
You can edit engineer credentials, expiry dates, and upload documents here. Changes are only saved after saving the user.
Credential nameExpiry dateStatusDocumentActions
CSCS card31/03/2028Validcscs-dmorris.pdfEdit
SSSTS14/11/2026Validsssts-cert.pdfEdit
First aid at work-Required—Edit
Asbestos awareness-Required—Edit
Tick, then pick a role
The role decides the credentials
Save user
Credential changes save with the user
The Update user screen with the user marked as an engineer, and the credentials their role requires.
3
Make them an engineer

Mark them as an engineer

Under User details, tick This user is an engineer.

4
Make them an engineer

Pick the engineer role

Choose the Engineer role, which is required. If there are no active roles, a message links you to Engineer roles in Config Settings.

5
Make them an engineer

Fill in their credentials

The Engineer credentials table lists each credential the role requires, with Expiry date, Status, Document and Edit. Select Edit to set the expiry date and upload the document.

6
Make them an engineer

Save the user

Select Save user.

Credential changes are only saved when you save the user.
7
Make them an engineer

Change the role or unmark

Changing the role, or unticking the box, asks you to confirm first. Any credential changes and uploads in the form are discarded.

8
After saving

Find engineers and credentials

Engineers and Credentials now appear in the sidebar, between Projects and Purchase Orders, for users with permission to view them. Open an engineer to see their credentials.

9
After saving

When a role gains a credential

Adding a required credential to a role in Config Settings adds it to every user engineer with that role.

Help and reference

What you can and cannot do

You can
  • Make any user an engineer with a role.
  • Manage their credentials, expiry dates and documents on the user record.
  • See your engineers and their credentials alongside trade partner engineers.
You cannot
  • Save an engineer without a role.
  • Manage credentials for an inactive role.
  • Edit role-required credentials without credential administrator access.
  • Use engineer features on Sync Lite.
Help and reference

Common issues

?There is no engineer tick box

Your plan does not support it, for example Sync Lite.

?"No active engineer roles are available"

Add or activate a role in Config Settings, under Engineer roles.

?"No credentials are required for this role"

The role has no required credentials. Add them in Config Settings if they are needed.

?I cannot edit credentials

You need credential administrator access.

?I lost my credential changes

The role was changed, or the box unticked, before the user was saved.

?There is no Engineers or Credentials item in the sidebar

You do not have permission to view them.

Still need a hand? Contact us or email [email protected] and the Sync team will help.
In short

Summary

To make a user an engineer in Sync:

  1. 1Set up engineer roles in Config Settings.
  2. 2Go to Account, then Users, and open the user.
  3. 3Tick This user is an engineer and pick a role.
  4. 4Fill in their credentials.
  5. 5Select Save user.

Your own site staff are then held to the same credential standard as your trade partners' engineers.

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