Quickstart
Launch your compliance workspace in under an hour
Follow the steps below to define requirements, assign owners, and activate automated reminders.
Step 1 — Create the workspace
Set your organization name, default timezone, and notification preferences. Invite workspace admins and compliance managers.
- Upload a logo for branded portals.
- Set default reminder cadence windows.
- Enable MFA requirements for privileged roles.
Step 2 — Define evidence types
Configure the documents, certifications, or licenses you track, including expiry rules and required metadata.
- Create templates for compliance packs.
- Require verifier approval when needed.
- Add renewal grace periods and escalation tiers.
Step 3 — Import people and assets
Import employees, contractors, or suppliers and assign them to the evidence they must maintain.
- Use CSV import for bulk onboarding.
- Assign document owners and verifiers.
- Sync with HRIS or identity providers.
Step 4 — Upload evidence and go live
Upload files, capture expiry dates, and activate reminders. Use portals for external collection.
- Enable notifications for owners and managers.
- Run an export to validate audit outputs.
- Schedule recurring audits.
Ready for production?
Before you invite the wider organization, confirm these recommended baseline settings.
- ✅ Enable MFA and enforce role-based access.
- ✅ Confirm document retention and deletion rules.
- ✅ Create escalation paths for expiring items.
- ✅ Add integrations for alerts (Slack, Teams, SIEM).
Next steps: Review the security docs to confirm control alignment, or connect your tools via the integrations guide.