Before your staff can access the Risk & Compliance System they will need to be setup with a user account.
Note: To add firm users you will need to be a Master User.
From the Home Page, navigate to Account Settings followed by Firm Users.
Click +Add New User.
Enter the user’s details into the next window, and click + Save User.
Finally, click Enable to trigger the system invitation email to be sent to the user. The user will use the link within this email to create a password for their user account.
Note: All emails from the Risk & Compliance System are sent from firstname.lastname@example.org.
Note: A user will not be able to access any Compliance Modules until Permissions have been assigned to them. For more information on assigning Permissions, click here.
Should you need any further support please contact the Customer Success Team at email@example.com or call 01829 731 200.