For Admins - Safesite Desktop Portal

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

Getting Started: Setting up a Safesite Account for your Organization

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

Written by Crystal King
Updated over a week ago

Platform Overview

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

Written by Karen Limardo
Updated over a week ago

Creating Projects on the Safesite Desktop

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

Written by Karen Limardo
Updated over a week ago

Creating Groups

Easily create groups for multiple projects.

Written by Karen Limardo
Updated over a week ago

Adding New Teams for Admins

Use teams to organize your personnel for projects.

Written by Karen Limardo
Updated over a week ago

Personnel Types and Permissions

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

Written by Karen Limardo
Updated over a week ago

Safety Campaigns Management

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

Written by Crystal King
Updated over a week ago

Safesite Score

Understanding the Safesite Score

Score factors and frequently asked questions.

Written by Karen Limardo
Updated over a week ago

Understanding your Organization’s Safesite Score as a Foresight Policyholder

Written by Crystal King
Updated over a week ago

Inspection & Meeting Templates

Meeting Template Management

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

Written by Karen Limardo
Updated over a week ago

Inspection Template Management

Learn more about using Safesite Inspection Templates

Written by Karen Limardo
Updated over a week ago

Organizational Admin Management

Document Library

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

Written by Crystal King
Updated over a week ago

Upgrading to Safesite Premium

Learn how to upgrade and manage billing.

Written by Karen Limardo
Updated over a week ago

Organization Settings

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

Written by Karen Limardo
Updated over a week ago

Managing Personnel for Organization Admins

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

Written by Karen Limardo
Updated over a week ago

How Do I Archive a Project?

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

Written by Karen Limardo
Updated over a week ago

Foresight Insurance: Policy Information and Claim Submission

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

Written by Crystal King
Updated over a week ago

Project Admin Management

Project Dashboard

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

Written by Karen Limardo
Updated over a week ago

Copying Teams for Admins

Easily copy teams from multiple projects.

Written by Karen Limardo
Updated over a week ago

Project Location Management

Administrators can manage project location lists on the Safesite Desktop.

Written by Crystal King
Updated over a week ago

Managing Personnel for Project Admins

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

Written by Karen Limardo
Updated over a week ago

Project Settings

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

Written by Karen Limardo
Updated over a week ago

How Do I Reset My Password? (Admin dashboard)

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

Written by Karen Limardo
Updated over a week ago

Group Management

How Do I Add a Project to a Group?

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

Written by Karen Limardo
Updated over a week ago

Group Dashboard

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

Written by Karen Limardo
Updated over a week ago

Reports and Analysis

Analysis Pages

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

Written by Karen Limardo
Updated over a week ago

Safety Action Reports

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

Written by Crystal King
Updated over a week ago

Weekly and Monthly Reports

Breakdown of weekly and monthly reports on Safety Action Items.

Written by Karen Limardo
Updated over a week ago

Managing Safety Actions

OSHA 300 Log

Adding injuries and exporting an OSHA 300 Log

Written by Karen Limardo
Updated over a week ago

Managing Incident Reports

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

Written by Karen Limardo
Updated over a week ago

Managing Certifications on the Safesite Desktop

Easily add, manage and update personnel certifications.

Written by Karen Limardo
Updated over a week ago