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Getting started as an administrator

The “Get started” card at the top of Overview shows four steps that get the portal ready for your company: employees, invitations, departments and HSE templates.

  • Applies to: Administrator
  • Requires A new company (the card is shown for 90 days)

In the portal: Overview > “Get started”

Before you start

  • You must be an administrator.
  • The card is shown for 90 days after the company was created.

How to do it

  1. Go to Overview. The “Get started” card is at the top.
  2. Add the employees. Select the step, or go to HR > Employees. Use “Add employee” for one person, or “Add many” for several at once.
  3. Invite them to the portal. Go to Company > Users. The employees get an email with a link to choose a password.
  4. Set up the departments. Go to Company > Departments, and divide the company the way you are organised.
  5. Take a look at the HSE templates. Go to HSE > Templates. Ready-made templates for risk analysis, safety inspections, job safety analysis (SJA) and more are kept here.

The card shows how many steps are done, and ticks them off as you go.

What happens next?

The card disappears when the first three steps are done. It also disappears after 90 days, or when you select “Hide”. “Hide” only applies to the browser you are using, and the card cannot be brought back.

Common problems

  • You do not see all four steps. The card only shows steps for pages that are in your menu. Without HSE the templates are not shown, and without HR or Courses the employees step is not shown.
  • The “Invite” step is ticked off too early. It counts as done as soon as there is another active user besides you, even if that person has not chosen a password yet.