Help Center

Find answers, get support, and make the most of your SafetyPhoenix platform.

Browse by Category

Getting Started

Setup guides, onboarding, and first steps with SafetyPhoenix.

User Management

Adding users, roles, permissions, and organization setup.

Safety Modules

Using inspections, OSHA forms, training, and other modules.

Troubleshooting

Common issues, error messages, and technical support.

Getting Started

Quick Setup Guide

Account Creation

Start by creating your organization account:

  • Visit the registration page
  • Enter your organization details
  • Verify your email address
  • Complete the onboarding wizard
Team Setup

Add your team members:

  • Go to User Management
  • Add users with appropriate roles
  • Send invitation emails
  • Configure permissions
Module Selection

Choose your safety modules:

  • Review available modules
  • Subscribe to needed features
  • Configure module settings
  • Import existing data
Go Live

Start using the platform:

  • Complete first inspection
  • Schedule safety meeting
  • Upload SDS documents
  • Generate first report

User Management

User Roles & Permissions

Administrator

Full platform access with complete control over organization settings.

Can Do:
  • Manage all users and roles
  • Subscribe to/cancel modules
  • Access billing and payments
  • Configure organization settings
  • View all safety data
Best For:
  • Safety directors
  • IT administrators
  • Company executives
  • Primary account owners
Manager

Safety management access with ability to oversee programs and generate reports.

Can Do:
  • Manage safety programs
  • Conduct inspections
  • Schedule training sessions
  • Generate reports
  • Assign tasks to employees
Cannot Do:
  • Add/remove users
  • Manage billing
  • Change organization settings
  • Subscribe to new modules
Employee

Basic access for completing assigned safety tasks and training.

Can Do:
  • Complete assigned training
  • Participate in safety meetings
  • Report incidents
  • View relevant safety information
  • Update personal profile
Best For:
  • Frontline workers
  • General staff
  • Temporary employees
  • Contractors

Safety Modules

Free Starter Plan

FREE for first 50 employees - includes essential safety management tools:

Safety Program

Create comprehensive written safety programs, policies, and procedures.

  • Written program generator
  • Policy management
  • Procedure documentation
  • Responsibility matrices
Hazard Communication Program

OSHA-compliant HazCom program with chemical inventory management.

  • Chemical inventory tracking
  • SDS library management
  • GHS labeling system
  • Employee training tracking
User Management

Complete user and organization management capabilities.

  • User roles and permissions
  • Organization settings
  • Access control
  • Activity tracking
Premium Modules
OSHA Forms $25/mo

Complete OSHA recordkeeping with Forms 300, 301, and 300A.

Inspections $35/mo

Custom inspection templates with findings management.

Training Certificates $20/mo

Training program management with certification tracking.

Safety Meetings $25/mo

Meeting scheduling and documentation system.

Toolbox Talks $15/mo

Pre-built and custom toolbox talk library.

Form Builder $30/mo

Create custom safety forms and checklists.

SDS Database $40/mo

Advanced SDS management and binder creation.

Analytics & Reports FREE w/any module

Advanced analytics and comprehensive reporting.

Troubleshooting

Common Issues & Solutions

Login Problems
Symptoms:
  • Cannot sign in to account
  • Password not working
  • Account locked message
  • Forgot password not working
Solutions:
  • Use correct login method (email for admins/managers, username for employees)
  • Check caps lock and typing
  • Try password reset
  • Contact your administrator
Module Access Issues
Symptoms:
  • "Subscribe to access" messages
  • Missing modules on dashboard
  • Permission denied errors
  • Features not visible
Solutions:
  • Check your user role and permissions
  • Verify module subscription status
  • Ask admin to subscribe to module
  • Refresh browser and try again
File Upload Problems
Symptoms:
  • Files not uploading
  • "File too large" errors
  • Upload progress stalls
  • Corrupted file uploads
Solutions:
  • Check file size (max 50MB)
  • Use supported file formats
  • Try different browser
  • Check internet connection
Performance Issues
Symptoms:
  • Slow page loading
  • Timeout errors
  • Unresponsive buttons
  • Browser freezing
Solutions:
  • Clear browser cache and cookies
  • Close other browser tabs
  • Check internet connection speed
  • Try incognito/private browsing mode
Still Need Help?

If you can't find a solution here, our support team is ready to help. Contact support or email support@safetyphoenix.com.

Frequently Asked Questions

How do I get started with SafetyPhoenix?

Getting started with SafetyPhoenix is easy:

  1. Create your organization account - Register using your work email
  2. Add your team members - Invite users and assign appropriate roles
  3. Configure your modules - Subscribe to the safety modules you need
  4. Import existing data - Upload employee lists, chemical inventories, etc.
  5. Start using the platform - Begin conducting inspections, managing training, and tracking incidents

Our onboarding team can help guide you through this process. Contact us to schedule a personalized setup session.

What's the difference between Admin, Manager, and Employee roles?
  • Admin: Full access to all features, can manage users, billing, and organization settings
  • Manager: Can manage safety programs, view reports, assign tasks, but cannot manage billing or add/remove users
  • Employee: Can complete assigned tasks, view relevant safety information, and participate in training

You can change user roles anytime from the User Management section.

How do I add new safety modules to my subscription?

Adding new modules is simple:

  1. Go to your Admin Dashboard
  2. Look for the "Module Status" section
  3. Find modules marked as "Available" and click "Subscribe"
  4. Complete the Stripe checkout process
  5. The module will be activated immediately after payment

You can also visit our pricing page to see all available modules.

Can I export my safety data and reports?

Yes! SafetyPhoenix provides multiple export options:

  • PDF Reports: Generate professional reports for inspections, training records, and OSHA forms
  • CSV Downloads: Export data from most modules for use in spreadsheets
  • OSHA Forms: Print official OSHA 300, 301, and 300A forms
  • Analytics Data: Export charts and statistics from the Analytics module

Look for export buttons in each module, usually located near the top of data tables.

Is my safety data secure and compliant?

Absolutely. SafetyPhoenix takes data security seriously:

  • Encryption: All data is encrypted in transit and at rest
  • Multi-tenant Architecture: Your organization's data is completely isolated
  • Regular Backups: Automated daily backups with point-in-time recovery
  • OSHA Compliance: Built-in compliance with OSHA recordkeeping requirements
  • SOC 2 Type II: Independently audited security controls

View our complete Security Policy for detailed information.

Still Need Help?

Our support team is here to help you succeed with SafetyPhoenix. Get personalized assistance from safety management experts.

Contact Support
support@safetyphoenix.com Email Support

Typical response time: Within 4 hours during business days