Account Settings allow administrators to pre-fill company details and configure key features for form authors and system users.
Company Information Setup
Administrators can pre-fill the following details:
✅ Company Name
✅ Address
✅ City, State, and Zip Code
Additional Account Settings
These settings help customize the Forms experience for users:
Geo Tagging: Allows form authors to add location data to forms.
Notes Field: Enables a free-text field for additional comments within forms.
Location Settings: If using the Safety Inspection System, enable the Inspection Companies option to integrate location tracking.
Email Root for User Registration
For organizations with large employee bases, the Email Root feature streamlines account setup:
Enter the company’s email domain in the Email Root field.
When employees register with that domain, the system automatically ties them to the account.
Emailing Completed Forms
The final setting controls whether a PDF of completed forms is automatically emailed upon submission.
Enabled: Authors receive a copy of the form via email.
Disabled: Forms are only accessible through the admin portal.
⚠️ Important: This guide applies only to the Forms App in Safety Reports. The steps and features described do not apply to other apps, including:
Inspections App, JSA App, Observations App, Incident App, Incidents App, Safety Scan App, Training App.