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safeguard-me dashboard

How to set up and manage all the passports for your team and organisation.

Dashboard Guide

SAFEGUARD-ME

This will cover the basic steps for setting up your account as well as how to create and verify passports.

How to improve safeguarding efficiency
REGISTRATION AND SETUP
How to create a Safeguard-Me dashboard
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Step 1: Create administrator account
Create your free organisation profile with your work email address and a secure password.

Set up your Two-Factor Authentication, add some basic information about your organisation and you're ready to create you first free profile or bulk upload all your team.
Account Creation
Step 2: Register all your team for free
Add a team member individually by selecting 'Passports' then 'My Passports' in the left hand nav.
Select 'Create New' and enter their:
  • Name
  • Email Address

They're automatically sent a notification but this can be done later if preferred. Use our bulk upload option to save time and add you entire team in one go.
Profile Creation

Once complete you can see the profiles on your dashboard in the 'Onboarding' section. You can now edit the profiles job title, qualifications etc and add verification credits to staff members you want to create a fully verified Passport for.

Step 3: Verify documents
When your team member has uploaded their documents you're alerted so you can now verify these, which is automatically recorded, in the 'Screening' section

All the incomplete elements of their profile are shown in the left hand nav for you to complete.

Top tip: Don't forget to set reminders so you know when various documents or qualifications run out.
Verify Profiles

Each time you complete a task it will turn from Amber to Green and when they're all complete, and you unlock the full Safeguard-Me passport features, their passport in the app also turns Green and you can start to share the Safeguard-Me Passport with clients

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Frequently Asked Questions (FAQs)