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For Admins - Safesite Desktop Portal
For Admins - Safesite Desktop Portal
All the need to know for setting up and managing your organization's Safesite account
31 articles in this collection
Written by
Karen Limardo
and
Crystal King
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 your Organization’s Safesite Score as a Foresight Policyholder
Written by
Crystal King
Updated over a week ago
Understanding the Safesite Score
Score factors and frequently asked questions.
Written by
Karen Limardo
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
Safesite Premium
Learn how to upgrade to Safesite Premium 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 to Archive and Restore 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