🏗️ Understanding the Site Creator, Join, and Invite System in Salus

Understanding the Site Creator, join, and invite system

Overview

Managing sites and subcontractor relationships in Salus starts with understanding who created a site and how your company is connected to it. The Site Creator column in your site list is the key to this: it tells you whether you created a site yourself, joined an existing one, or were invited to it as a subcontractor. This affects what data you can see and what visibility others have into your work.

Navigation

Sites

The Site Creator column appears in your Sites list, alongside your other site details.

Key Concepts

What "Site Creator" means

The Site Creator is whichever company originally created the site in Salus. What it shows tells you how your company is connected to that site:

Your Company

You created the site directly.

A Prime Contractor You Work With

They invited you as a subcontractor and added your company to their site.

A Company You Don't Work With

You likely joined an existing site when creating a new one with the same name. Salus prompts you to join if a site with that name already exists.

Joining vs. being invited

There are two ways your company can end up connected to a site it didn't create:

  • Invited to Site: A prime contractor adds your company to their site as a subcontractor.
  • Joined Site: You create a new site, but Salus detects an existing site with the same name and prompts you to join it instead.

This keeps every subcontractor aligned under the correct site, even if a prime contractor joins Salus after the site already exists.

Form visibility and prime relationships

Whether a site creator can see your forms depends on your relationship with them:

  • Prime-Subcontractor Relationship: Whether the prime contractor can see your submitted forms depends on your form template's sharing settings.
  • No Prime Relationship: The site creator won't see any forms your company submits to the site, or even that your company is on the site at all.

What Happens Next

Before submitting forms on a site you don't own, check its Site Creator to understand who might see your data. If you have a prime relationship and want to control what's shared, review your form template's sharing settings.

Frequently Asked Questions

What does it mean if the Site Creator is my own company?

It means you created the site yourself, directly in Salus.

Why does the Site Creator show a company I don't recognize?

You likely tried to create a site with the same name as an existing one, and Salus prompted you to join it instead of creating a duplicate.

Can the site creator always see the forms I submit?

Only if you have a prime-subcontractor relationship with them, and even then, it depends on your form template's sharing settings. Without that relationship, they can't see your forms or even that your company is on the site.

What's the difference between being invited to a site and joining one?

Being invited means a prime contractor added your company to their existing site. Joining means you tried to create a new site, and Salus matched it to one that already existed under the same name.

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