User Requirements

What an individual needs before Intelligence is useful to them.

To use Intelligence in the application

Requirement	Detail
An active SiteTrax.io account	Created and enabled by your organization. Intelligence uses the same sign-in as the rest of the application.
Access to at least one project	A project is a site, yard, ramp, gate or facility. Without a shared project there is nothing in scope to report on.
A published profile	Eight questions, completed once. Until it is published, the Intelligence hub is not available to that account.
A current desktop browser	The application is a browser-based interface. No installation is required.

Requirement	Detail
The same SiteTrax.io account	Sign in to the connector with the account that holds your project access and your published profile.
An assistant that supports remote MCP servers	The SiteTrax.io endpoint is remote and uses Streamable HTTP with OAuth. A client that only supports local servers cannot reach it.
Permission to add connectors	On team and enterprise plans this is usually restricted to owners or administrators. Check with whoever administers your assistant.

You do not need a separate Intelligence licence key or a second password.
You do not need to export data anywhere for an assistant to use it.
You do not need administrator rights in SiteTrax.io to publish your own profile.

Profiles are held per user, not per organization. Each person completes their own interview, and their answers shape only their own results.