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Your Dashboard and Teams

When you log in to SafetyPlan.io you land on your Dashboard. It lists every team you belong to. Pick a team to see its projects, safety plans and incident reports.

The Teams dashboard

Each team appears as a card with its logo and number of members. Click a card to open that team.

The menu on the left is always available:

  • Teams: brings you back to this list.
  • Incident Reports: incident reports across your teams.
  • Safety Guides and Support: guidance and help.
  • Your account (bottom left): your name and email address.

The SafetyPlan.io Teams dashboard showing a team card and the Add Team button

Creating a new team

  1. On the Dashboard, click + Add Team (top right).
  2. Enter a Team Name.
  3. Choose What does your team do? from the list (for example Events & Entertainment, Venues & Attractions, Film & TV or Construction).
  4. Upload a Team logo. Click to upload, or drag and drop the file. SVG, PNG, JPG and GIF files up to 2MB are accepted. A logo on a white background, no bigger than 400 × 400px, looks best.
  5. Click Setup Team.

The Create a Team form with Team Name, What does your team do, Team logo and Setup Team highlighted

You'll see the message "Your new team has been created", and the new team appears on your Dashboard.

The Dashboard showing the newly created team card

Tip: Your team name and logo appear on your exported safety plans. You can change both later in Team Settings.

Inside a team

Click a team card to open that team's dashboard.

A team dashboard with Create New Project, Team Tools and Recent Activity highlighted

  1. + Create New Project: start a new project and its first safety plan. See Creating a Project.
  2. Team Tools: everything for managing the team (see below).
  3. Recent Activity: the latest activity in the team, such as new incident reports. Click Detail to open one.

Team Tools

Hover over Team Tools to open the menu:

Animation of the Team Tools menu opening

  • Edit: team name, logo, export settings and incident report settings.
  • Projects: all of the team's live projects.
  • Project Archive: projects you have archived.
  • Templates: the team's template library.
  • Review Risk Assessments: risk assessments that are due for review.
  • Incident Reports: open incident reports.
  • Incident Report Archive: closed incident reports.
  • Members: invite and manage team members.

Getting more help

If you can't find what you need in these articles, click the blue chat bubble in the bottom-right corner of any page in SafetyPlan.io. From there you can search the help articles without leaving the app, or send a message to our support team.

The blue help chat bubble in the bottom-right corner of the app

You can also click Support in the left-hand menu, or email support@safetyplan.io.

Related: Managing Teams · Team Settings

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