Settings

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

Compliance manager 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

⦿ How to Access Settings

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.

Note: Only users with the Sys Admin role will see the Company Settings tab.

Under the Personal tab, you can:

Under the Company Tab, users with Sys Admin 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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