Using Compliance
What It Does
The Compliance feature helps you monitor and manage regulatory and policy requirements relevant to your business. It gives you a centralized place to track compliance tasks, flag potential issues, and keep relevant documentation organized — so nothing falls through the cracks.
How to Get Started
- Navigate to Compliance from your main dashboard sidebar.
- Review your compliance checklist — this is populated based on the information in your business profile. Update your profile if anything looks incomplete or inaccurate.
- Assign tasks to team members by opening an item and selecting a responsible owner.
- Upload supporting documents directly to each compliance item to keep evidence organized and accessible.
- Set reminders on time-sensitive items so you're notified before deadlines approach.
> Tip: Keep your business profile up to date. The more accurate your profile, the more relevant your compliance items will be.
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Common Questions
Can I customize which compliance items appear in my checklist?
Yes. You can mark items as not applicable to your business and add custom items that reflect your specific requirements. Use the Manage Items option within the Compliance section.
Who on my team can view or edit compliance items?
Access depends on the role assigned to each team member. Admins can view and edit all items. Other roles may have limited access. Review your team permissions under Settings > Team.
What happens when I mark an item as complete?
Completed items are logged with a timestamp and moved to your compliance history. You can revisit them at any time for auditing or reference purposes. Completed items do not disappear permanently.