Customers & CRM
Manage accounts, prospects, and contact notes
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🔔 Upcoming Renewals & Expirations
Platform Overview
Training activity across all customers
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Training Sessions
Create and manage safety toolbox trainings
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Completion Roster
Compliance Dashboard
Your real-time safety training overview
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Master Roster
Your complete company workforce — import once, use everywhere
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Course Library
Build courses with videos and quizzes — available to all customers
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Customer Compliance
View worker training status for any customer
Data Retention
Manage archived records and enforce 3-year retention policy
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3-Year Retention Policy
All training completion records are automatically kept for 3 years per OSHA requirements.
Records older than 3 years are flagged for deletion. Archived sessions preserve the training record
but reset worker completion status for renewal.
Archived Records
Sub Admins
Grant admin access to team members — you can revoke access at any time
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Super Admin Protection
Sub Admins have the same access as you — they can manage customers, library, compliance, and data retention.
However, only you can manage Sub Admins, and Sub Admins cannot access or modify your account.
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Course Library
Browse pre-built courses — video and quiz included
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Training Programs
Bundle multiple sessions into one program with a single code
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Sessions in this program
Worker Completion
Worker History
Search any worker to view their full training compliance record
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Toolbox Talks
Safety talks generated at tools.fidelissafetytraining.com — with digital sign-in records
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Total Talks
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Total Sign-Ins
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Pass Rate
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Attendance Roster
Account Settings
Change Password
Firebase Config
Update your Firebase connection if needed.