Getatlas D4q2z9614s

SafetyCulture

Stay updated on the status of all your company's support tickets.

Customer portal

SafetyCulture provides granular control over user permissions, allowing you to tailor access levels based on different roles and responsibilities within your organization. This ensures that users have only the necessary permissions to perform their tasks while maintaining data security and integrity.

  Log into your SafetyCulture account and navigate to the "Account" section in the navigation bar.

  Click on the "Users" tab within the Account section to access user management settings. 

   SafetyCulture offers predefined user roles with specific permissions:

  Create custom user roles tailored to specific responsibilities and requirements within your organization.

  Locate the user whose permissions you want to manage.

  Assign the appropriate role to the user based on their responsibilities. 

  If you're using custom roles, you can adjust permissions for specific features, such as:

  Use predefined roles unless you have specific requirements that necessitate custom roles.

  Grant only the minimum permissions necessary for a user to perform their tasks effectively.

  Organize users into groups based on their roles to streamline permission management and ensure consistency.

 **Regularly Review Permissions:  Periodically review user permissions to ensure they remain accurate and align with current responsibilities.

   Inform users about changes in their permissions to minimize confusion and ensure they are aware of their access levels.

 Benefits of Effective Permission Management

 Prevent unauthorized access to sensitive information by limiting user permissions.

    Track user activities based on their permissions to ensure transparency and accountability for actions taken.

  Meet regulatory and industry standards by implementing appropriate access control mechanisms.

   Streamline workflows and improve user experience by ensuring users have the appropriate access levels to perform their tasks.

  Gain greater control over user behavior and ensure compliance with company policies and procedures.

Control access levels and permissions for different users within your SafetyCulture account.

Managing User Permissions

Customizing Your Account Settings in SafetyCulture

SafetyCulture provides various settings that allow you to personalize your account experience, control notification preferences, manage security features, and adjust your profile information.  This guide explores how to access and customize your account settings.

  Log into your SafetyCulture account and click on the "Account" section in the navigation bar. 

  Click on the "Settings" tab within the Account section to access your account settings.

  Review your profile information, including your name, email address, and other personal details.

  Click on the "Edit Profile" option to update your name, email address, or other personal details. 

  Select the "Change Password" option to update your account password, ensuring account security.

  Upload a profile picture to personalize your account.

  Review your current notification preferences for various events and actions.

  Choose which types of notifications you want to receive, such as:

  Enable two-factor authentication (2FA) to add an extra layer of security to your account, requiring a second verification step during login.

  Configure your session timeout settings to automatically log you out after a period of inactivity, enhancing security.

  Manage password complexity requirements to enforce strong passwords that meet security standards.

  Choose your preferred language for the SafetyCulture platform interface.

  Adjust the visual theme of the platform to enhance readability and match your preferences.

  Review and adjust your data privacy settings, controlling how your information is used and shared.

 Benefits of Customizing Account Settings

 Enjoy a customized experience that aligns with your preferences and working style.

   Receive timely notifications about important events and actions.

  Protect your account with strong passwords and two-factor authentication.

  Gain control over your data privacy and account settings.

   Ensure a smooth and efficient user experience by configuring settings that meet your needs.

Customize your account settings, including language preferences, notifications, and security options.

Customizing Account Settings

SafetyCulture provides a secure and easy-to-use interface for managing your billing information, enabling you to update your payment details, modify your subscription plan, and control your billing settings. This guide explains how to access and modify your billing information.

  Log into your SafetyCulture account and click on the "Account" section in the navigation bar.

 Within the Account section, select  "Billing" to access your billing information and settings.

  Review your current billing information, including payment method, billing address, and subscription plan details.

   If you need to change your payment method, click on the "Update Payment Method" option.

  Provide your new credit card information (card number, expiration date, CVC code), or choose an alternative payment method if available. 

 Review your updated payment details carefully and confirm the changes. 

  Review your current subscription plan, including its features, cost, and renewal date.

  If you need to change your subscription plan, select the "Upgrade or Downgrade" option.

  Explore different subscription plans and select the one that best meets your current needs.

 Review the changes to your subscription plan and confirm them to activate your new plan.

 If you need to update your billing address, click on the "Update Billing Address" option and enter your new address information.

  Access settings for managing invoice preferences, such as email notification settings for invoices and receipts.

  View a history of your past payments and transactions. 

 Update your payment information well before your renewal date to avoid service interruptions. 

 Periodically review your subscription plan to ensure it aligns with your current needs and usage patterns.

 If you have any questions or issues with billing, contact SafetyCulture's support team for assistance.

 Benefits of Managing Billing Information

 Ensure that your payment information is accurate and up-to-date to prevent payment failures.

  Manage and optimize your subscription plan to ensure a balance between functionality and cost.

   Access a clear record of billing transactions and subscription details.

  Use a secure platform for managing credit card information following industry standards.

  Maintain full control over your account settings and billing preferences.

Modify your billing details, subscription plans, and payment methods.

Account & Management

Managing User Permissions

Customizing Account Settings

Updating Your Billing Information