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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
Each time you complete a task it will turn from Amber to Green and when they're all complete they can start to use their passport and you can also export a copy for your files.
When your team member has confirmed their uploaded their documents you're alerted so you can now verify these. This is then automatically recorded.

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.
Once complete you can see the new passport on your dashboard in the 'In Progress' section. You can now edit the passport and include further details such as job title, if qualifications are required and so on.

Step 3: Verify documents

Start a passport by logging into your account and then selecting 'Passports >> 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.

Step 2: Create your first passport for free

Create your 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 passport.

Step 1: Create administrator account

How to create a Safeguard-Me dashboard

REGISTRATION AND SETUP

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Frequently Asked Questions (FAQs)