Connect PeopleSafe Setup Support
Allow the PeopleSafe Support Team Access to your Organisation.
The purpose of this is to allow us access to get you set up as quickly as possible. It also makes sure you get maximum value from your Jump Start Sessions.
To do this we need you to add our Setup Support Team to your Friends list within your PeopleSafe Organisation.
By connecting the Support Team you grant us permission to view and update your data.
Once you have completed your setup, it is easy to remove this access; in fact, we'll talk you through how during the session!
Prerequisites:
You must have Coordinator-level security clearance to provide this access.
You understand that by connecting the Support Team you grant us permission to view and update your data.
How to Add PeopleSafe Support to your Organisation:
- Go to the People Tab
Click Add New > Click Connect Friend
On the Connect with a new Friend screen:
Enter the following PeopleSafe ID#: 249-920-379
Click Lookup
Leave the 'Relationship to you' set to "Other"
Set the Security Clearance to "Advisor"
Click "Connect"
The PeopleSafe Setup Team will instantly have access to your Organisation and data.
Important Note: This grants us permission to view and change your data, but rest assured we will only make changes with your permission or as outlined below. The Support Team's access to your organisation will remain in place until you remove it. You can Click here to learn how to deactivate friends
Setup Steps the PeopleSafe Support Team will complete for you:
- Load your .csv file for you to add your team into PeopleSafe
- Create a PDF that you can give your team members with their login
- Add / update basic standard settings in your account
- We'll also use this access when we complete our Online Jump-Start Sessions with you.