Tutorial 1: Set Up Your Organisation

This tutorial walks you through getting SteadyOn ready for your organisation. By the end, you will have a working account, your organisation name configured, and your first team members invited.

Time required: 10–15 minutes
What you need: Your work email address

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Step 1: Sign in for the first time

1. Go to www.steadyon.biz
2. Click Sign in
3. Enter your work email address and click Continue
4. Check your inbox for a 6-digit code — it arrives within a minute
5. Enter the code to complete sign-in

No password required. SteadyOn uses a one-time code sent to your email each time you sign in. This is more secure than a password because there is nothing to forget or steal.

When you sign in for the first time, SteadyOn creates a new organisation for you. You are automatically the Owner of that organisation.

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Step 2: Configure your organisation name

1. In the left sidebar, scroll to the bottom and click Organisation Settings (the building icon)
2. Find the Organisation Name field
3. Replace the default name with your business name — for example, “Auckland Roofing Ltd”
4. Click Save

This name appears on reports and is visible to everyone in your organisation.

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Step 3: Invite your team

You can invite as many team members as you need. Everyone who will use SteadyOn — managers, team leaders, workers — needs their own account.

1. Go to Organisation Settings
2. Click the Members tab
3. Click Invite Member
4. Enter the person’s work email address
5. Choose their role:
   • Admin — can manage hazards, incidents, actions, inspections, training, and documents; can invite and remove other members
   • Member — can view everything and report hazards and incidents; cannot manage other members
6. Click Send Invitation

The invited person receives an email with a link. When they click it, they sign in with their email code and are automatically added to your organisation.

Tip: Invite your health and safety officer as an Admin so they can manage the system alongside you.

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Step 4: Configure notification thresholds

SteadyOn uses a traffic-light system called BRAG (Blue, Red, Amber, Green) to show compliance status. You can tune when items turn amber or red to match your organisation’s risk appetite.

1. Go to Organisation Settings
2. Click the Notifications tab
3. Adjust the thresholds:
   • Actions overdue after — how many days until an open action turns red
   • Training expiry warning — how many days before a certification expires it turns amber
4. Click Save

You can also configure your own notification preferences (email alerts) in User Settings.

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What you’ve accomplished

You now have:

• ✅ A SteadyOn account signed in with your work email
• ✅ Your organisation name configured
• ✅ Team members invited with appropriate roles
• ✅ Notification thresholds set

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Next step

Continue to Tutorial 2: Add Your First Hazard to learn how the hazard register works.