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Guide for company admins

Set up the portal for your company and keep it running: people, process, compliance and integrations.

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Step by step, on the screen itself

Each of these opens on the screen it is about and walks you through it. You need to be signed in.

1. Get ready to go live

  1. Company settings opens the setup checklist. Work through it: branding, employee access, categories, staff, compliance.
  2. Add your logo and colour under Branding; colours that would be hard to read are refused.
  3. Press Go live when the checklist is done. Employees can't sign in before that.

2. Let employees in

  1. Add your email domains under Employee access and verify them with the code we email. Anyone on a verified domain can sign in.
  2. Invite others with a CSV, or connect your identity provider with SCIM (Integrations).
  3. Set up single sign-on with Microsoft, Google or Okta: enter the directory or issuer, client ID and secret, and give IT the redirect address shown.

3. Staff and roles

  1. Staff and roles: invite staff and give them roles. Roles can be limited to categories and locations.
  2. Duplicate a role to make your own; the portal stops you removing the last person who can manage settings.

4. Categories, forms and process

  1. Categories and forms: add questions per category, with conditions; publish when ready.
  2. Lifecycles: set the stages, target days and checklists, and the approval matrix for who must approve closing by risk.
  3. Automation: build rules as sentences (When a report arrives, If it's high risk, Then tell the Compliance head), test them, then switch them on. The workflow map shows everything together.

5. Compliance and retention

  1. Compliance: switch on the profiles that apply (Indian law is always on; POSH and EU as needed).
  2. Set how long closed cases are kept, and different periods for some categories.
  3. Switch on reporting without an account, check-ins, declarations, and server AI if you want them. The AI register shows what each AI help sends and how often it's used.
  4. Download the evidence pack for auditors.

6. Reach everyone

  1. Kiosks and posters: set up a kiosk link for a shared tablet (shown once), and print QR posters in each language.
  2. Internal Committee: add the Presiding Officer, members and external member with their terms; the page tells you if the Act's rules aren't met.

7. Integrations

  1. Webhooks send content-free events to your systems, signed so you can check them.
  2. Reporting API keys give Power BI or your warehouse read-only case details, never content.
  3. Company groups (set up by SpeakUpSafe) let a parent see counts from subsidiaries that choose to share.

8. Privacy and audit

  1. Data requests: export or erase an employee's data under the DPDP Act.
  2. Support access: approve or decline SpeakUpSafe support sessions; they're time-limited and logged.
  3. Audit log: every action, with a hash chain you can check and export.