Managing Locations & Customers in Safety Forms

If your account is not linked to the Safety Inspection system, you can manage locations manually.

Adding a Location/Customer:

1️⃣ Click "Add New Location/Customer".

2️⃣ Enter the location name and save.

Assigning Locations to Users:

1️⃣ Click "Edit" next to a location.

2️⃣ Move users from the Available Users column to the Selected Users column.

3️⃣ Click "Update" to save.

Download the entire Forms Admin Guide here: