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About Settings

The Settings menu option of Compliance Manager can be used to set individual users’ preferences as well as to manage company-level settings.

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Users in your company can manage their basic and/or company settings based on the roles assigned to them:

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  • 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
  1. 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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Personal Tab


Under the Personal tab, you can:

Under the Company Tab

Users

, users with Sys Admin

roles

role can also modify company-level settings

and

:

  • 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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