My Organization: Setup & Overview
The My Organization section is where you define the structure of your organization within the platform. This includes:
- Organization-level details (used for reporting and compliance)
- Facilities where activities take place
- Users who perform and manage work
Setting this up correctly ensures that your data is accurate, reports are complete, and users can access the right information, as all EHS activities are tied to facilities within your organization.
Organization Tab
The Organization tab contains global attributes that apply across your entire organization.
The Employer Identification Number (EIN) is a unique 9-digit number assigned to your organization.
Format: XX-XXXXXXX
The EIN is used for:
- Regulatory and compliance reporting (such as OSHA 300A)
- Standardized identification of your organization in regulatory reports
- Navigate to My Organization → Organization
- Click the edit icon next to the EIN field
- Enter your organization’s EIN in the correct format
-
Save your changes
Facilities
Facilities represent the locations where your EHS activities occur.
Examples include:
- Offices
- Manufacturing plants
- Warehouses
- Job sites
All inspections, incidents, and tasks are tied to a facility.
See Managing Facilities for setup instructions and best practices.
Users
Users are individuals who access the platform and perform actions such as:
- Completing inspections
- Reporting incidents
- Managing tasks
- Reviewing and approving work
User access and visibility depend on the facilities they are assigned to, ensuring they only see relevant data.
See Managing Users for setup instructions and permissions.
Setting Up Your Organization
To get started efficiently, we recommend setting up your organization in the following order:
- Create your Facilities
- Add Users and assign them to Facilities
This ensures:
- Activities can be properly assigned
- Users have the correct access
-
Reporting is accurate from the start
How This Impacts Reporting
How you set up your organization affects what shows up in your reports and across the platform.
- All activities are tied to facilities
Incidents, inspections, tasks, and other records are created under a facility. -
Facilities are used to filter data
Throughout the system, data can be filtered by facility to help users focus on the locations they need. -
Facilities drive your reports and dashboards
Reports and dashboards are built from facility data. - Users only see their assigned facilities
This affects both what they can enter and what they can view.
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