The Team Safety Credentials option in Project Settings lets you configure fields by Trade. These Fields are displayed in the Onboarding Process for each specific Trade.   

  • You can access 'Team Safety Credentials' via SAFETY™ Settings > Team Safety Credentials.

  • In the "Team Safety Credentials" Settings window, you can Add, Edit or Delete Credential fields. Field visibility can be set to ON or OFF in the 'Show Field' Column. Additionally, Fields can be set to 'Visible on Verification Only' and also 'Required' or not.


  • When adding a New Safety Credential, you first pick one or More Trades to see the Credential. You then add a 'Field Name',  'Field Type', and Tooltip. You also have the option to add a Default Value if necessary.
    Click 'ADD' to add the new Credential.


During Worker Onboarding, the following initial set of fields will be displayed under the Team Safety Credentials to get you started:

  1. First name
  2. Last name
  3. Email
  4. Phone number
  5. Trade
  6. Company
  7. Work category

These System Fields cannot be edited or deleted.


  1. The "Show Field" column will be ON and Disabled by default, since we need these fields to be visible at all times.
  2. In the "Required" column, each field can be set to ON/OFF based on your requirements.
    These fields will ON and Disabled by default:
    1. First name
    2. Last name
    3. Trade
  3. The "Public" column for System Fields will be set to ON and Disabled by default
  4. The "Safety Manager Verification" column will be set to OFF and Disabled by default



How to Access and Enable Safety Tracking

How to Access the Safety Onboarding Flyer

How to Register Using the Onboarding Flyer

How to View Safety Status from the Project Team Settings

How to Use the Safety Credentials Tab in Project Team Settings

How to Set a Worker's Probation Period

SAFETY™ Settings:


Safety Tracking

Visitor Tracking

Team Safety Credentials

Safety Task Analysis Categories

Safety Permit Categories

Safety Incident Categories

Safety Incident Directory

Safety Rules Manager

Safety Bulletin

SOS & Bulletin Notification

Visitor Log

Request Safety Permit

Safety Onboarding Flyer


Last Updated: Feb-17-23