The Settings menu option of Compliance Manager can be used to set individual users’ preferences as well as to manage company-level settings.
Users in your company can manage their basic and/or company settings based on the roles assigned to them: - All users: personal preferences
- Users with Sys Admin (System Administrator) role: personal preferences plus company settings
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title | ⦿ How to Access Settings |
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| - In the far-right corner of the submenu at the top, click Settings (gear icon). The Settings page appears, with the Personal tab selected by default.
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Note: Only users with the Sys Admin role will see the Company Settings tab. |
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Under the Personal tab, you can: Under the Company Tab, users with Sys Admin roles role can also modify company-level settings: - Manage users’ access to Compliance Manager as well as their permissions and roles
- Manage alert subscriptions for expiration notifications or changes to key information such as tax ID or dispatch preferences of service providers
- Manage company settings such as search statistic visibility and private network acceptance criteria
- Manage company information by updating any changes to the company name, address, or contact details
- Manage message templates for easy handling of bulk mails, such as invitations and custom messages
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