Account Setup

Overview

Account Setup process begins with creating your account and activating your free 14-day trial, followed by configuring your workspace to support inspections, audits, compliance activities, issue management, and corrective actions.

After completing this guide, you will be able to:

1. Create a SimplChek account
2. Start your free 14-day trial
3. Set up your organization workspace
4. Configure company information
5. Add users and assign roles
6. Set up teams, sites, and locations
7. Configure basic system preferences
8. Prepare your environment for inspections, audits, and workflows

Proper account setup helps ensure:

• Smooth onboarding of users
• Accurate role and permission management
• Organized team and location structures
• Consistent reporting and analytics
• Efficient workflow execution
• Better operational visibility
• Improved compliance management

Step 1: Register Your Account

To get started:

1. Visit the SimplChek registration page.

2. Click the Free Trial Sign Up

3. Enter your:

• First Name
• Last Name
• Email Address

• Password

Accept the Terms and Conditions.

After registration:

1. Check your email inbox.
2. Open the verification email.
3. Click the verification link.
4. Return to SimplChek and sign in.

After signing in, you will be taken to the Dashboard, which provides an overview of:

• Tasks
• Actions
• Issues
• Compliance Metrics
• Operational Performance

Before inviting users, configure your organization structure.

Add:

• Organization Name
• Business Unit Information
• Contact Details
• Company Logo (if applicable)

Create the operational locations where inspections, audits, and tasks will be performed.

• Head Office
• Manufacturing Plant
• Warehouse
• Retail Store
• Construction Site

Create organizational groups such as:

• Operations
• Quality Assurance
• Health & Safety
• Maintenance
• Compliance

Once your structure is ready, begin adding users.

• Administrators
• Managers
• Supervisors
• Auditors
• Inspectors
• Field Personnel

Roles determine what users can see and do within SimplChek.

Full system access.

Oversight of teams, tasks, actions, and reports.

Execution of assigned inspections and audits.

Read-only access to specific information.

Review your workspace settings and configure:

• Time Zone
• Date Format
• Notification Preferences
• Email Alerts
• Language Preferences (if available)

For the best experience, configure your workspace in the following order:

1. Create Account
2. Verify Email
3. Configure Company Information
4. Create Sites and Locations
5. Create Teams and Departments
6. Add Users
7. Assign Roles and Permissions
8. Configure Preferences
9. Create Checklists
10. Begin Scheduling Tasks

• Set up locations and teams before adding users.
• Use clear and consistent naming conventions.
• Assign the minimum permissions necessary.
• Test your setup with a small pilot group.
• Review notification settings before launch.
• Document administrative settings for future reference.

• Establish your organization structure before creating workflows.
• Standardize naming across locations and departments.
• Test user access before full deployment.
• Review permissions regularly.
• Keep administrator accounts secure.
• Configure reporting structures early.

• Adding Users Before Creating Locations

• Assigning Excessive Permissions

• Using Generic Names

• Skipping Initial Testing

• Ignoring Notification Settings

• Navigating the Platform
• User Roles
• Access Control Overview
• How to Manage Users
• Checklist Management
• Task Scheduling
• Dashboard Overview

Account setup is the foundation of your SimplChek experience