Owner Onboarding
Using SafeguardingUK as an Owner — a complete written reference.
1. What the Owner role is for
Companion video: Using SafeguardingUK as an Owner
The Owner role is for the business owner — the person whose name is on the account.
You're not expected to run safeguarding day-to-day. That's your managers' job. Your job is to make sure the right people have the right access, and that the bills get paid.
The platform reflects that boundary in code. You can't see individual safeguarding concerns even if you wanted to.
2. The deliberate boundary — why you don't see concerns
As the Owner, you do NOT see individual safeguarding concerns. That's a feature, not a limitation.
Two reasons
Privacy. Your carers and service users shouldn't worry that the business owner reads every report. If they did, they'd report less honestly. The platform makes it provable: only managers see concerns.
Overload. Your job is to run the business, not to review every safeguarding incident. The platform splits the roles cleanly so you can focus on running the business.
What you DO see
- Who has the Manager role.
- Who's been added or removed from your team.
- Anything that's been deleted (audit trail).
- Your billing and subscription.
That's it. Everything else is your managers' domain.
3. Your dashboard at a glance
Your dashboard is lighter than a manager's view — there's less for you to do day-to-day.
The cards you'll see:
| Card | What it's for |
|---|---|
| Your Team | Lists the managers on your account. From here you can deactivate them, delete them, or invite a new one. |
| Deleted Records | Audit view of anything your managers have deleted. |
| Subscription & Billing | Your plan, next bill date, upgrade / downgrade / cancel. |
4. Inviting a manager
Your main job is to invite Managers.
Step by step
- Scroll to the Your Team card.
- Find the invite form at the bottom of the card.
- Enter the manager's email address.
- Click Send Invite.
- The new manager receives an email with a setup link.
That's the whole flow. There's no role dropdown — Managers are the only role you allocate.
If the email is already in use
The platform blocks any email already registered to a SafeguardingUK account anywhere. Most people have a personal email (Gmail, Outlook, iCloud) alongside their work email — ask the new manager to use a different one.
5. Cover when a manager is away
You don't need to allocate cover yourself when a manager goes on holiday or leaves.
The manager arranges their own cover. From any staff member's profile, they can give Manager access to that person, then switch it back when they return.
The mechanics
- Manager opens the staff profile of whoever's covering.
- Switches their access level from App User (Care Worker) to Admin Access (Manager).
- That person can now do everything the original manager could.
- When the original manager returns, they switch the cover back to App User.
This keeps the team flexible without requiring you to get involved every time someone goes off.
6. Deleted Records
The Deleted Records card is your audit view.
If a concern was logged in error — a duplicate, the wrong person, a test record — a manager can remove it from the live system. It doesn't disappear though. It lands here, so you can see what was deleted and why.
7. Subscription and Billing
The Subscription and Billing card covers:
- Your current plan.
- Your next bill date.
- Buttons to upgrade, downgrade, or cancel your subscription.
About your payment details
Your card is on file with Stripe, the payment processor we use. The card details never sit on our servers — only on Stripe's. We can't see your card number; only Stripe can.
If you ever need to update your card, the Subscription card has a button that takes you to Stripe's secure portal to do that.
8. Getting help
Stuck?
- Tap the ? button at the bottom-right of any screen for the in-app help page.
- Or reply to your welcome email — that comes straight to us.
That's it for the Owner role. Your managers do the heavy lifting; you keep the lights on.