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Staff Compliance Manager User Guide

Everything you need to know to use Staff Compliance Manager, whether you're an administrator managing compliance requirements or an employee acknowledging a policy.

Getting Started

Sign in, set up multi-factor authentication, and reset your password. Read more

Register Your Account

Create your account using an invitation link. Read more

Navigating the App

Understand the sidebar, header, and page layout. Read more

Compliance Dashboard

View your organization’s compliance status at a glance. Read more

Managing Requirements

Create, edit, publish, and close compliance requirements. Read more

Managing Recipients

Add employees individually, import from CSV, or paste emails. Read more

Managing Groups

Organize recipients into reusable groups. Read more

Managing Assignments

Create, publish, track, and close compliance assignments. Read more

Audit Log

Review a chronological record of all system activity. Read more

Settings

View account information and invite additional administrators. Read more

Acknowledging a Policy

How to review and acknowledge a document using the link in your email. Read more