Sitemate Wallet is a feature in the Sitemate Mobile app that lets you store your cards — such as passports and driver licences — and important forms, such as induction forms or Verification of Competency (VOC) records, in one place for quick on-site access.
The Wallet tab replaces the Sitemate ID tab in the app navigation, with your Sitemate ID still accessible as a shortcut inside Wallet and on the home screen.
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission/Subscription: Sitemate user
Skills Required: Sitemate App
Device Type: Tab/Mobile device
What can I store in Sitemate Wallet?
You can store two types of items in your Wallet:
Cards — credential documents such as passports, driver licences, or White card.
Forms — important completed forms such as induction records or VOC forms
Wallet supports multiple cards of the same type. If you hold more than one card of the same type, they stack on top of each other as you scroll.
What is the difference between Wallet and Purse?
When you open the Wallet tab for the first time, you will be prompted to choose your preferred name for the feature — either Wallet or Purse. The tab name and icon will update to reflect your choice. This is a personal preference and does not affect how the feature works. You can update your name preference at any time in the Settings section of the app.
Using your cards on Dashpivot forms
When a Dashpivot form asks for a credential, the matching card attaches from your Wallet automatically as you fill the form out in the Sitemate app. If you hold multiple cards of the same type, you are prompted to choose which one to attach.
If you don't have that card yet, you can add it as you go and it saves to your Wallet for next time. Setting the field up on a template is done in Dashpivot by an Org Controller. See How to add a Sitemate Wallet field in your Dashpivot templates.
Notes
The Wallet/Purse name preference applies to your Sitemate Mobile view only. Dashpivot Web always displays the feature as "Wallet."
The Wallet tab replaces the Sitemate ID tab. Your Sitemate ID remains accessible as a shortcut inside the Wallet tab and on the home screen.