I assigned a training to a Trainee user, how do they recover their login information if they have forgotten their username/password?

If your employee does not remember their SafetyOne™ username or password, they will need to navigate to the login screen and click on the “Forgot Username / Password” links.

If the employee needs to recover their username, they can click the “Username” link and enter their email address. They will then receive an email with their username.

If the employee needs to recover their password, they can click the “Password” link and enter their username. The system will send them an email where they can reset their password.

If an employee has forgotten both their username and password, they must first complete the steps listed above to recover their username, and then complete the steps to recover their password.

If the system doesn’t recognize them as a user, then it is likely because they never setup their account and password. In this case, the administrator will need to resend the welcome email.

To resend the welcome email, select the “Administration” option from the list on the left side of your screen. Then select “Users” and finally “List Users” from the dropdown menus. Click on the edit icon next to the name of the employee you want to resend a welcome email to.

If you see the “Resend Welcome” button, that means they never setup their account. If you don’t see the button, they will need to use the Forgot Username/Password” links on the login screen. 

What does each user role have access to?

There are two types of licenses, user, trainee, and recipient.

User licenses are required for anyone who needs access to administrator functions via both the website and the mobile app. Below are descriptions of the roles that require a user license.

Administrator: have access to everything in the platform and mobile app. They can add and delete Projects and Users as well as perform any administration functions. Administrators can also create company news, delete observations, toolbox talks and forms, and configure what other users can see on their mobile devices by assigning categories, forms and toolbox talks. In all likelihood, your organization may have one or two Administrators.

Supervisor: can add, delete and edit any of the functions within the SafetyOne app section on the website but only for projects in which they are assigned. Also, when a User is setup as a Supervisor, a custom permission is displayed that allows the Supervisor to add, assign and unassign Users to projects in which they have been assigned. The Supervisor role might be used by a safety manager or project manager in a construction company, a facility director in a home health care company, or a program director in a non-profit organization. These are people who are managing one or more projects, crews, facilities, or programs.

Employee: allows access to perform tasks from the User’s mobile device but they are unable to delete or edit information from the website. Also, they are only able to view any information that they generated from the website as well as access the Learning Management System for training that they have been assigned. The Employee role may be used for Superintendents at a construction company or a manager in a human services organization.

Field Employee: are able to perform tasks from their mobile device that they have been assigned, and only access the Learning Management System for training that have been assigned. These are people who may be a foreman that is leading a crew, or a team lead within a facility. However, not all foreman or team leads need to be assigned the Field Employee role. Only assign the role if they need to complete assigned tasks in the mobile app.  

Training Manager: role allows users to create training modules from the website, but they cannot log into the mobile app. This role is designed for large organizations with a dedicated training department. Smaller organizations are less likely to need this type of user role.

Trainee licenses only allows them to complete online training and generate a certificate of completion. They cannot log into the mobile application. Most regular employees, who would complete online training, fall under the Trainee role. Keep in mind, if an employee is a trainee and training history is manually documented, but no online training is assigned, you can add as many of these as you want and they won’t count towards a trainee license.

Recipient licenses only allow them to receive email notifications when Company News is sent to a Project that they are assigned. They will not set a password nor will they be able to log into the mobile application nor the website. This is used to efficiently distribute company updates to employees who otherwise wouldn’t receive notifications via the SafetyOne app. Equivalent to Trainee in pricing, if an employee with this license role is transitioned over to a User or Trainee license, they will then receive an email to set their password.

What is the difference between an Employee and Field Employee?

The Employee role provides access to perform tasks from the mobile device, but they are unable to delete or edit information from the website. They are only able to view any information that they generated from the website as well as access the their online trainings.

Field Employees are able to perform tasks from their mobile devices and only access their online trainings.