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Owner Guide

Setting up and overseeing your organisation, in plain steps.

As the owner, you set the whole thing up and keep the overview. You don't handle individual concerns day to day — that's your managers' job. Your job is your team and your account.

What's in this guide

  1. Your role as owner
  2. Manager Access — set up your team
  3. The Safeguarding Lead
  4. Billing & your subscription

1. Your role as owner

What's yours to do — and what you leave to your managers.

  1. You create the people who run safeguarding day to day (your managers).
  2. You appoint one Safeguarding Lead — the person who gets the critical alerts.
  3. You look after billing and your subscription.
  4. You don't see or handle individual concerns — that's deliberately left to your managers, so the operational detail stays with the people dealing with it.

2. Manager Access — set up your team

You're the only one who can give someone manager access. This is new — managers no longer create other managers.

  1. On your dashboard, find the Create Manager Access card NEW.
  2. Enter their first and last name, email, and phone (for alerts).
  3. Type their role name — this is free text, so use whatever title fits your business (e.g. "Deputy Manager", "Care Coordinator", "Registered Manager").
  4. Click Create Manager Access & Send Welcome Email. They get an email to set their own password and log in.
  5. They now appear in Your Team, where you can edit their role name any time.
💡 Everyone you give manager access to can see and act on every concern. Give it only to the people who should run safeguarding.

3. The Safeguarding Lead

One person carries the critical alerts. You decide who, and you can change it whenever you need.

  1. In the Safeguarding Lead card, pick one of your managers to be the Lead.
  2. The Lead is the only person who gets the critical phone call for the most serious concerns (everyone else still gets email and text).
  3. There is only ever one Lead at a time.
  4. If your Lead is away or off, simply make another manager the Lead for now — and switch it back when they return.
  5. You can turn the Lead off entirely if you ever need to.
💡 "Safeguarding Lead" is a badge you grant here — it's not something anyone can type in as their own job title.

4. Billing & your subscription

Your plan and payments, all in one place.

  1. From your dashboard, open Billing & Subscription to see your current plan.
  2. Upgrade or change your plan there, and manage your payment details.
  3. Your invoices live in the billing portal — tap Manage billing & payment to view or download them whenever you need them.