Getting Started

First time signing in
This feature is available only for stand-alone application subscribers. It is not available for integrated offerings through third-party platforms, since th...
Thu, 12 Jan, 2023 at 11:29 AM
Updating user profile and information
This feature is available only for stand-alone application subscribers. It is not available for integrated offerings through third-party platforms, since th...
Thu, 12 Jan, 2023 at 11:30 AM
Completing Requirements - Tasks assigned to users
You can view all the Tasks assigned to you in the “Tasks” panel located on the right hand side of the screen. If so, click on the action button and c...
Mon, 23 Sep, 2019 at 3:49 PM
Task Assignment and Alerts
All users receive email alerts periodically based on tasks assigned to them to complete any necessary documents. These must be done on a timely basis to pre...
Mon, 23 Sep, 2019 at 4:06 PM
Compliance and Task Alerts
Each user is sent Email alert for tasks as follows:  First alert is sent once a task is assigned. This alert may be automatically generated based on an ex...
Mon, 23 Sep, 2019 at 4:06 PM
Company Admins
Company Admins have complete owner level access, which is a full access for them to add/modify: Businesses Locations Departments Employees Company Ad...
Thu, 12 Jan, 2023 at 11:30 AM
Admins and Managers: Access privileges and hierarchy
Management hierarchy is as follows (from higher to lower access privileges):  Company Admin (Owner-Admin) - Has complete account access. Only one Compa...
Thu, 12 Jan, 2023 at 11:22 AM