Safesite

Crystal King

Emy Hawthorne

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

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.

For Admins - Safesite Desktop Portal

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

Safesite Score

Inspection & Meeting Templates

Organizational Admin Management

Project Admin Management

Group Management

Reports and Analysis

Managing Safety Actions