Add or Remove a Permit to Work from a Specific Site
This explains how a UK admin can apply a Permit to Work to a specific site, or remove it from that site, without affecting permit settings on any other sites. This is useful when permit requirements need to be managed at site level rather than across the whole company.
What this means
- Permits are created as forms, but they only show on a site if they’re applied to that site (or if they were added via a site template that site is using).
- Adding a permit to one site makes it available for that site’s workers/suppliers (depending on who the permit is set to apply for).
- Removing a permit from a site hides it from that site, but does not delete the permit from the company.
When you’ll use this
- When a permit type is only required on one project (site specific requirement).
- When you’re testing a new permit in a sandbox site before rolling it out.
- When a site no longer needs a permit and you want to remove it to reduce clutter.
Step-by-step
Common issues
Permit still not showing on site
What to check
-
Make sure the permit form is Active, and confirm it’s a Permit type (not Generic).
What to do
-
Set the permit to Active, then re-check the site’s permit list after refreshing.
Permit shows but the wrong people can use it
What to check
-
In the permit form setup, confirm Apply For is set correctly (typically Supplier if subcontractors are the ones submitting permits) and confirm any visitor type limits.
What to do
-
Update the permit form settings (apply for + visitor type limits), then retest.
Permit added to one site but you expected it to apply everywhere
What to check
-
Some forms can be configured to automatically add to all sites, but permits may require manual site-by-site application unless included in the site template.
What to do
-
If you need it on all sites, add it to the site template used for new sites, and manually add it to any existing sites that need it.
Why this matters
- Keeps each site’s permit list relevant, so crews aren’t selecting the wrong permit.
- Helps with clean rollouts: test in a sandbox site first, then expand to other sites.
- Reduces admin overhead and avoids permit confusion on projects that don’t need it.
Need help?
If you’re not sure whether a permit should apply to suppliers or employees, or whether it should be site-specific vs rolled out broadly, contact your internal implementation/support lead before making changes across multiple sites.
If you require any assistance or have a question, please contact our Support Team on +44 7400 977 382 or email us at support@breadcrumb.co, and we'll be happy to help.