What does each user role have access to?
There are two types of licenses, user, trainee, and recipient.
There are two types of licenses, user, training user, 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 Training User 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.
Rancho Mesa now offers GPT-5.1-powered SafetyOne™ AI analysis capabilities across the following modules: Observations and Mobile Forms. AI analysis for Toolbox Talks and Trainings will be available in future releases.
The Training icon allows mobile app users to quickly access the Learning Management System within the SafetyOne™ platform.
Mobile Forms and Toolbox Talks from the SafetyOne™ platform can be easily translated into multiple languages when accessed via QR code or a URL.
To view training documentation, click on the “Training” section in the navigation panel. Then, click on “Training Documentation.”
Administrators can use the SafetyOne™ website to document in-person and third-party employee training.
Administrators can schedule training reminder emails through the SafetyOne™ website to help keep employees up-to-date with their necessary safety trainings.
The driver-specific toolbox talks are available in your SafetyOne™ account. To make them accessible via the mobile app, you will need to assign them to a project/crew.
While SafetyOne™ currently does not generate QR codes for documents stored within the file cabinet, QR codes can be created using a third-party generator using the document’s URL.
SafetyOne™ administrators can generate QR codes for mobile forms. This is useful when non-mobile app users need to complete a mobile form.
To begin setting up your SafetyOne™ account to utilize Toolbox Talks in the mobile app, as an Administrator, log in to your SafetyOne website account.
In order to allow Supervisors to add new users to SafetyOne™, an Administrator will need to turn on Custom Permissions.
A person with a Supervisor user license is someone who manages one or more projects, crews, facilities, or programs. The Supervisor role might also 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.
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.
The tree care-specific toolbox talks are available in your SafetyOne™ account. To make them accessible via the mobile app, you will need to assign them to a group.
However, it is a best practice to first, create a toolbox talk group in the administrator website, then assign 52 toolbox talks to the group. This will allow you to easily assign the entire group of toolbox talks to future projects/crews.
You are able to add embed links to websites or files in observation questions, providing your employees with direct resources accessible from the SafetyOne™ Mobile App. These links can be added to custom observation questions from the SafetyOne Administrator Website.
You can link to a file stored in SafetyOne by retrieving the share link to the corresponding file in the “File Cabinet” screen. Or by using an outside online file storage site and retrieving the corresponding sharable link from there. You can also link to a website, but please note that if this URL is changed, the embedded link will be broken and will need to be updated to work again.
No, you will not get multiple notifications, the company news alert will only be sent once per notification.
The Landscape-specific toolbox talks are available in your SafetyOne account. To have them accessible from the mobile app, you’ll need to assign them to a project or crew.
We recommend, first, creating a toolbox talk group. This will make assigning future crews or projects the same set of toolbox talks much easier.
Once a user has been added as a Trainee in the administrator website, they will receive a welcome email with a link to setup their password. Once they setup their password, they will be able to login to the platform and access their assigned training.
Users can review and sign toolbox talks on their own mobile device by receiving a link or scanning a QR code. Once you open a toolbox talk on your mobile device or tablet, tap the button “invite others'' that appears at the bottom of the toolbox talk screen. You will have the option to either email or text a link to employees, or generate a QR code for the toolbox talk that can be scanned.
No, Rancho Mesa’s user agreement requires that each SafetyOne™ user (i.e., Administrator, Supervisor, Employee, Field Employee, Training Manager, and Trainee) has their own individual username and password to ensure data integrity. Sharing generic logins is not permitted.
The SafetyOne™ platform can be used to collect and manage certificates of insurance for both the organization and it’s sub-contractors.
In order to receive push notifications on your device’s lock screen sent by your system administrator, you must be logged into the SafetyOne™ app. The app doesn’t need to open, you just need to be logged into the app.
If you’re logged into the SafetyOne app and you are still not receiving the push notifications, it is likely a setting on your device.
Consult the instructions for enabling push notifications from your device’s manufacturer.
Job training groups work the same way as employee groups, only you group trainings together rather than employees. This allows you to choose a list of trainings that need to be done within a group rather than having to make each training active when you assign training to employees.
Employee groups can be set up when there are employees that are categorized the same way and take the same training. This makes it easier to assign training to a group of people rather than assign them one at a time.
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.
The Trainee permission structure allows users to only perform Training and generate a certificate of completion. They cannot log into the mobile application.