Complyance Support
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Recent activity by Complyance Support-
How to Send a Policy Exception
A policy exception is a formal, documented approval to deviate from a policy - typically for a specific reason, for a defined period of time, and under certain conditions.Instead of ignoring or vio...
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How to Create New User Roles
Bringing the right team members into Complyance is key to successful platform adoption. Complyance comes with 3 systems fields: admin, member and auditor, but also supports Role-Based Access Contro...
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How to Create and Edit Custom Fields
Complyance comes with a number of system fields by default when you first enter your environment. In addition, you can create custom fields to tailor the platform to your organization’s specific ne...
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Common User Roles and Permissions
IntroductionBringing the right team members into Complyance is key to successful platform adoption. Complyance supports Role-Based Access Control (RBAC), which ensures users have the appropriate le...
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How to Export a Policy
IntroductionThe ability to export policies is helpful when external parties (e.g., auditors, consultants, vendors) or users not in Complyance require access to specific policy documentation.You can...
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Granting access to SharePoint drive
Note: Please attempt the steps Section 2 of this article before using this method - unless you have been advised by our team! Granting access to driveThe instructions in this section are for grant...
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Okta SAML SSO Setup Guide
Create Application From your Okta account, click Applications from the left navigation menu. If your application is already created, choose it from the list and move to the section Configure Applic...
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Risk Management: End-to-End Workflow
IntroductionThe Risks module gives you a clear view of your risk profile and makes it easy to track, manage and review tasks.You’ll find the Risk module in the left-hand sidebar of Complyance. Ther...
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How to Create a New Role and Edit Permissions
Managing roles and permissions within the Complyance platform is easily configurable to your organization’s needs. Adding custom roles and permissions allows you to have a better grasp on which use...
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How to Create a New Risk
IntroductionThe Risks module gives you a clear view of your risk profile and makes it easy to track, manage and review tasks.You’ll find the Risk module in the left-hand sidebar of Complyance. Ther...