Start here for a tour of the platform, the sidebar, and what each user role can do.
Your daily starting points — the Workflow section of the sidebar covers the Dashboard, Action Items, and Schedule, which surface what needs your attention right now.
The core work of EnviroAutomate — sites, projects, fieldwork tasks, client reports and the documents that connect them.
Client records and reporting setup — managing client organisations, their offices, and the report configurations that drive how their reports look.
Reference data that drives your reports — analytes, suites, guidelines, receptors and investigation levels. Most items are global; Tenant Admins can create tenant-specific entries or override global ones.
Tenancy and user administration — managing your tenant offices and users. Tenant Admin only.
Guides for using the EnviroAutomate mobile app on site — completing fieldwork tasks, filling out forms, and submitting data.
