Creating a Group (Project)

Groups are how you organize your projects in SafetyLoop, when users start a form, they will then select from a list of your created groups and complete their forms to the appropriate group/project they are on.

• You will then be able to filter completed forms by each of these groups. 

1. When in your SafetyLoop account, click the “Users & Groups” tab from the sidebar.

2. Next, click the “Company Groups” tab.

3. Click the “+ New Group” button.

4. This will open the “+ Create Group” window. First, you will fill in the group/project information.

a. Group Name – This is the name that will appear in the group list when users are starting a new form.

b. Description (if applicable) – This will appear in your group list next to the group name.

c. Parent Group (if applicable) – This allows you to nest a new group under another. This is great for organizing your group listings, for example you may have a group named “Active Projects” and you nest all other projects within this main header.

• i. Any users shared to the main group will have access/visibility into all projects within (access dependant on user role). 

d. Admin – You can assign an admin to the group. Not required as any admin will have admin access to all groups.

e. Time Zone – If the project is in a different time zone, you may select it here. You can leave this unselected if within the same time zone.

f. Job ID (if applicable) – Just for your records

g. Address

h. City, Province/State, and Postal Code

i. Upload File – You can upload a project/group logo, this will show up on the upper right side of completed forms (Company logo will still show on left!)

5. Next in this window, you will find user info. The first row of boxes is for assigning managers to your new group, the second row is for assigning employees to your group. 

6. Let’s start with managers. Check the managers you would like to assign to your new group. You can also click the “Select All” check box to quickly assign all managers to the group. Once you’ve checked them off, click the right arrow ( > ) button. 

7. The selected managers will now show in the right-hand box.

8. Repeat steps 6 & 7 for employees. 

9. Below the selected user boxes, you will find “Email notification upon form completion” and a “Global Project” check box.

a. Email notification upon form completion – Here you can add emails to receive email notifications for EVERY form completed within the group.

b. Global Project – Leave this unchecked for now, this is used to connect to another SafetyLoop account under your project (Ex: A subtrade of yours is also using SafetyLoop). 

10. Once you have completed all the information, click the “Submit” button. 

11. Your group has now been created and will be available to all selected users when they complete their forms! Job Profiles follow each of these users to this new group/project.