Skip to main content

Organisations and Clients in myWorksites

Introduction to client information, including where it appears, how to add or change it, and who has permission to make updates.

myWorksites avatar
Written by myWorksites
Updated over a week ago

There are two different locations within the myWorksites system where a 'Client' is recorded against a Worksite - the Project Client, as well as the Principal Client Contact.

  • The Project Client is displayed in the Worksite Details section on a Worksite. The name and contact details displayed are the Contact details saved against the Organisation which is linked to this Project.
    The Project Client contact details need to be changed by an Administrator for the Organisation for whom the Project was created.

  • The Principal Client Contact is displayed in the ' Contacts and Affected Parties'-section of the Worksite.
    Unlike the Project Client, applicants can modify this contact information as long as the Worksite is in Draft Status.

How can I add an Organisation and Client to myWorksites?

When creating a Project and selecting an Organisation which exists in the system, any associated contact information for that Organisation will be pre-populated.

Where the Organisation (Company) for whom this project does not exist yet, users can create a new Organisation and enter a Contact person within myWorksites at this step.

The same functionality to select or create Organisations and establish a Project Client exists when creating a new CAR/Worksite application.
When specifying 'Client' and 'Client Contact' of the organisation or person you want isn't there, you can select the 'Click here to add it' or + Add options.

The Principal Client Contact for a Worksite is initially pre-populated from the Project Client details.

How can I update Organisations on myWorksites?

Users with the Administrator role can update the Organisation name, its address and any contact details for users within that Organisation.

This includes changes the Organisation's Contact Person, who is displayed as the Project Client.


Organisations which have been selected for a Worksite/CAR application within the myWorksites system can be changed as long as the Worksite is in DRAFT status.
These cannot be altered when the application is in another Worksite Status.

How can I update the Client on a Worksite?

The Project Client needs to be changed by an Administrator for the Organisation which has been selected at the Project-level.

The Principal Client Contact can be changed by applicants in the 'Contacts and Affected Parties' section of the Worksite.
These can be changed (or new ones added) as long as the Worksite is in DRAFT status.

Common Issues

I can't change the Client/Project Client information

  • Ensure you have Administrator permissions for the Organisation

  • Check that you're editing the correct location (Project Client vs Principal Client Contact)

  • Verify the Worksite status allows changes

The Organisation I need doesn't appear in the dropdown list

  • Check the spelling of the Organisation's name

  • Try searching with a partial name (Just type 'cycling' instead of 'Cycling Aotearoa')

  • Drop words which could be spelled a number of different ways, like 'Limited', 'Ltd'

  • Check in the Organisation search if it is registered in the system

  • If the above tips don't yield results, create a new Organisation

Did this answer your question?