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How to Invite a User to your Safe365 Account

Written by Maddie Kidd

Updated at October 9th, 2024

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Table of Contents

Safe365 User Roles Explained

If you are an Administrator in your Safe365 account, you have the ability to add users. All you need is their email address. 

When adding a new User, you need to select their ‘Role’, these are explained below. 


Safe365 User Roles Explained

When a user is invited in, need to have a role assigned to them. Below is an explainer of the different roles and the likely ‘persona’ of each role. User roles can be updated at any time.

 

Administrator 

This is likely the role for a Health & Safety Manager.

  • This role has access to all products of Safe365 for the organisation. 
  • This role also includes the ability for maintaining subscription and billing information
  • This role can add, remove and edit other users within the organisation. 
  • This user is able to Edit, Convert, and Delete submitted reports within the Performance Dashboard.
  • This role has the same reporting functionality as a Worker.

 

Standard User 

This is likely a Health & Safety Rep role.

  • This role has access to all products of Safe365 for the organisation.
  • This role can view all information within the Performance Dashboard, and Safety Index.
  • This role has the same reporting functionality as a Worker.
  • They do not have access to the subscription information
  • They do not have the ability to add or remove or edit users. 
  •  This user cannot Edit, Convert or Delete information from the Performance Dashboard.

 

 

Worker 

This is the role for any staff member/employee who needs to report information in only.

  • This user can use the Safe365 Mobile App to report Incident, Hazard, and Safety Reports, and complete Checklists.
  • This role is able to submit Incident, Hazards and Safety Reports from the Web. They can also view their submitted reports within the Web.

 

 

Viewer 

This is likely the role for a Board Member or similar.

  • This role only has read-only access to the Safe365 Safety Culture Assessment.

 

You can follow our guide on How to invite a User.


To invite a new user:

  1. Click into the Admin Menu, top right under your name.
  2. Click into ‘Users’.
  3. Click on ‘Invite a User’.
  4. Enter the users email address to be invited.
  5. Select their Role. See Safe365 User Roles Explained - Safe365 (safe365global.com)
  6. Click ‘Invite’.
account invitation add user

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