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Account/Enterprise: Introduction to managing features at an Account Level

This article explains what an organisation and account mean in GetHomeSafe and introduces how to manage items for your account.

Before we look at how to manage features at the account level, it’s important to first understand what an account is in GetHomeSafe, and how it differs from an organisation.

What is an account?

An "account" refers to the highest level of your account. The account level sits above the organisation level. 

Organisation

All users are part of an organisation, which is further divided into teams. Organisation administrators are responsible for managing the organisation.

Account

Accounts can include multiple organisations. They are managed by account administrators and offer advanced settings and features that can apply to all organisations. Account administrators can view all users, activities and more, within each organisation.

Organisation Administrators = Manage the day-to-day of an organisation

Account Administrators = Manage the account and organisations at a high-level

 

Managing Features at an Account Level

The following items can be created at the account-level:

  • Activity Types
  • Risk Assessments
  • Follow Up Processes

An "account-level" item is a shared resource. When you create an item (for example a "Driving" activity type) from your account web portal, you can assign it to any of the organisations you manage.

This is different from an "organisation-level" item, which is locked to the specific organisation it was created in.

Why manage features at an account level?

Managing features at an account level is a great way to keep your account up to date:

  • Ensure compliance across all your organisations and teams,
  • One centralised feature management across your account,
  • Controlled access to making changes in your account and,
  • Managing availability for account level items.

 

How do I get started?

Great news — managing items at the account level in GetHomeSafe is simple and flexible. You can create brand new account-level items, promote existing organisation-level items to your account (activity types and risk assessments), and use our duplicate wizard to tidy up any duplicate activity types across your account. 

Creating new items for your Account:

You can create new activity types, risk assessments and follow up processes at the account level. Check out the following articles for further details:

Account/Enterprise: Creating activity types

Account/Enterprise: Creating risk assessments

Account/Enterprise: Follow Up Processes

Promoting exisiting organisation items to the account-level

Account Administrators can promote items created at the organisation level to the account level. Once promoted, these items are automatically made available to all organisations by default; this availability can be adjusted to suit your needs at any time. Check out the following article for more information: Promoting organisation items to account level

Duplicate Activity Types:

It is possible that your organisations will have the an activity type with the same name as activities in other organisations. If this applies to your account, a Duplicate Wizard will become available to consolidate these duplicates into one account level Activity Type. Check out the following article for more information: Duplicate Activity Types