Company settings
Your company's data, the law it works under, the modules it uses and who sees them, its users and its activity, on one screen with eight tabs. It is the company administrator's screen.
1. «Settings»: the company's data
«Organization Settings» stores the name, domain, contact email and phone, and address. «Regional & Language Settings» sets the «Timezone» and the «Default Language» for users who have not chosen another. «Company Information» stores the tax ID and the prevention «Organisational modality» (own service, external service, joint service, designated worker…), which appears in the Prevention Plan: if you leave it undefined, it comes out blank. Each block has its own «Save».
At the end, «Plan Information» summarises the plan and users.
2. «Modules»: what is used and who sees it
Each module has a switch and a drop-down. The switch turns it on or off for the whole company: when off, it disappears from everyone's menu and search. The drop-down chooses who sees it: “All”, “Editors and administrators” or “Administrators only”. Those marked “The product cannot run without this module” cannot be switched off.
Press “Save” at the end of the list. A user who opens a module that is not for them sees “This module is switched off”.
3. «Compliance»: the jurisdiction
“Primary jurisdiction” (Spain, Ireland or United Kingdom) decides which obligations and regulations the app proposes, for example in «Compliance». Add the “Business Sectors” and the “Applicable Standards” (ISO 45001, ISO 9001, LPRL…) and press “Save”; on the right, the “Compliance Summary” says whether the setup is complete.
4. «Alerts»: the daily checks
“Alert checks” looks every day for what is about to expire or run out (safety data sheets, chemical inventory, worker certifications, construction deadlines, PPE, limit values exceeded) and notifies the people in the company. Press “Run” on one, or “Run all”, to launch them now; each one says what its last run found or “Never run”.
5. «Data», «Users» and «Activity»
«Data» leads to “Import data”, where you load sites, departments, job positions, people, equipment, certificates and contractors from CSV or Excel templates. «Users» lists the accounts with their role and status, with “Add User” to invite someone and “Export CSV”. «Activity» is the company's audit log: who created, changed or deleted each record.
6. «Corporate identity»: the logo and details on documents
What you set here appears in the header and footer of every PDF the application generates: incident and inspection reports and the other reports, AI documents and legal documents. “Upload logo” takes a PNG or JPEG image of 1 MB at most; “Remove logo” deletes it. Below it are the name, tax ID, address, primary colour and footer text, and “Save corporate identity”.
An empty field is not left blank: it uses the value shown under it. The name, tax ID and address come from «Settings»; the logo and colour come from the partner brand, if there is one. The footer always adds “Page x of y” in the company language.