Safelyio Client Onboarding Process
Admin Account Creation
We’ll begin by creating your admin account. Once that’s complete, we’ll schedule an onboarding call to walk you through your live admin dashboard.
Employee Onboarding Preparation
During the onboarding call, you’ll let us know when you’re ready to set up and deploy employee accounts. This stage gives you time to notify your team about the Safelyio platform and what to expect.
Click HERE for the employee communication template you can use or customize.
Employee Account Deployment
When you give us the go-ahead, each employee will receive a welcome email from Safelyio with their login credentials.
Employee Login & Access
Employees will log in using the credentials from their email and be prompted to update their password. After that, they’re all set to begin receiving toolbox talks.
Let us know if you have any questions ahead of the onboarding call—we’re here to help!
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