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Initial Setup

Configure your org details, load regulations, and establish roles so you can begin tracking compliance.

  • Set Up Your First Compliance Program

    Summary: Step-by-step guide to configure your organization and create a compliance program. Audience: Compliance Owner (Admin) Steps: Go to Settings β†’ Organization and confirm your organization name, ...

  • Add a Regulation

    Summary: How to add new regulations and apply them to your compliance program. Steps: Go to Regulations β†’ Add Regulation. Search or browse by industry (Healthcare, Finance, Manufacturing). Select the ...

  • Invite Users and Assign Roles

    Summary: Steps to invite team members and assign permissions. Steps: Go to Team & Permissions β†’ Invite. Enter the user’s email. Choose a role (Admin, Compliance Owner, IT Lead, Auditor, Viewer). Click...