ComplyPro

Learn how Safe Food Pro sees your Staff and Users.

Understanding staff records and users

Step-by-step guide to adding a Staff Record in Safe Food Pro so your team can complete food safety forms on a shared tablet.

Adding a Staff Member

A User account gives a person login access to Safe Food Pro — either through the Mobile App or the Admin Console, depending on their Access Level.

Creating a User Account

Learn what each Access Level in Safe Food Pro can do — from Admin and Manager to Tablet, Internal Auditor, and External Verifier.

Access levels explained

Learn how to update a staff member's details, login email, Access Level, and key dates from the Admin Console in Safe Food Pro.

Editing a Staff Member

Configure push and email notifications for each User in Safe Food Pro to stay alerted to temperature issues, expiries, and corrective actions.

Managing User Notifications

Learn how to manage Staff Profiles from your Admin Console in Safe Food Pro.

Understanding Staff Profiles

Track and manage staff food safety training in Safe Food Pro — record inductions, procedure training, and schedule staff reviews from the Admin Console.

Staff training overview

Learn how to send a password reset link to a staff member in Safe Food Pro, or how staff can reset their own password from the login screen.

Resetting a Staff Member's Password

Manage form visibility with user groups

Learn how to use Job Roles to better categorise your staff and users.

Managing Job Roles

Learn how to archive a departing staff member in Safe Food Pro and restore their account and login access if they return.

Archiving and Restoring Users

Add your whole team at once using bulk upload in Safe Food Pro. Learn how to upload staff records or user accounts using a CSV template.

Bulk Uploading Staff & Users

Learn how to give your auditor or verifier read-only access to Safe Food Pro using the External Verifier Access Level.

Giving Your Auditor Access to Safe Food Pro

Staff Training Reports

A full guide for "staff & users"

What your team sees when they open, answer, and finish a quiz on the mobile app.

Completing a quiz on the mobile app

How to build a quiz from scratch, set up question types, and configure pass scores and wizard settings.

Creating a quiz

Learn how to set up a task that requests documents or certificates from your staff, and how uploaded files are saved to the Resource Library and staff profiles.

Collect staff documents using tasks

If you're ever wondering whether your team should be set up as users or kept as staff records, here's the guide.

Should I make my team users?

Managing your team, access levels, and training records

Staff & Training

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