Safesite

Crystal King

All the need to know for setting up and managing your organization's Safesite account 

For Admins - Safesite Desktop Portal

Start here if you are setting up your account for your company as an Organization Administrator

Getting Started: Setting up a Safesite Account for your Organization

Safesite accounts are created under Organizations which include Groups, Projects, Teams, and Personnel.

Platform Overview

Org admin can create a new project from any screen on the Safesite Desktop

Creating Projects on the Safesite Desktop

Easily create groups for multiple projects.

Creating Groups

Use teams to organize your personnel for projects.

Adding New Teams for Admins

The personnel types on the Safesite platform include Org admins, Org members, Project admins, Project Members, and Project Guests.

Personnel Types and Permissions

Scheduling Safety Campaigns is a great way for a Project Admin to assign specific inspection and meeting templates to Field Users.

Safety Campaigns Management

Getting Started Articles:  Set up Your Organization's Safesite Account

Understanding your Organization’s Safesite Score as a Foresight Policyholder

Score factors and frequently asked questions.

Understanding the Safesite Score

Safesite Score

Learn how to create, manage, and update Meeting templates.

Meeting Template Management

Learn more about using Safesite Inspection Templates

Inspection Template Management

Inspection & Meeting Templates

Organization admins can store documents such as Safety Plans, Safety Data Sheets (SDS) PDFs, and more on the Safesite Desktop

Document Library

Learn how to upgrade to Safesite Premium and manage billing.

Safesite Premium

Org admins can edit the Organization Name, Hazard settings, Location settings, and Score Management settings

Organization Settings

Org admins can add, remove, manage assigned projects and permissions for the personnel in their organization.

Managing Personnel for Organization Admins

If you're an Org Admin, you can archive inactive projects for future reference in the Safesite Desktop's Organization tab

How to Archive and Restore a Project

How to Remove Meeting Attendees

Foresight Insured policyholders are able to access their policy information and submit a claim through the Safesite desktop portal.

Foresight Insurance: Policy Information and Claim Submission

Organizational Admin Management

As the first thing you see when logging into Safesite, the Project Dashboard provides an overview of your project's status.

Project Dashboard

Easily copy teams from multiple projects.

Copying Teams for Admins

Administrators can manage project location lists on the Safesite Desktop.

Project Location Management

Add new or manage existing personnel on your project using the Project Personnel Register.

Managing Personnel for Project Admins

Edit your project's settings like start/end dates, status, and more

Project Settings

You can reset your password at any time from the web app admin dashboard

How Do I Reset My Password? (Admin dashboard)

Project Admin Management

You can add a project to a reporting group via the Project tab on the website

How Do I Add a Project to a Group?

The Group Dashboard gives you an overview of how your group's projects are doing.

Group Dashboard

Group Management

Analysis pages are available for Hazards, Incidents, Inspections, Observations and Meetings.

Analysis Pages

Access reports for Hazards, Incidents, Inspections, Observations, Equipment, and Meetings on the Safesite Desktop

Safety Action Reports

Breakdown of weekly and monthly reports on Safety Action Items.

Weekly and Monthly Reports

Follow these steps to create a group to easily bulk download safety action reports.

How to Bulk Download PDF Reports for your Organization

Reports and Analysis

Adding injuries and exporting an OSHA 300 Log

OSHA 300 Log

Create, track, and close incidents on the Safesite Desktop Portal

Managing Incident Reports

Easily add, manage and update personnel certifications.

Managing Certifications on the Admin Dashboard

Managing Safety Actions

About Safesite

Templates

Blog

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.