Create a task
ComplyAssistant provides functionality for managing action items around your entire compliance program. Task Groups ComplyAssistant organizes your tasks in Task Groups. These are either user-made groups or groups made by ComplyAssistant to organize ...
Create an Audit Definition
ComplyAssistant's Audit function allows you to manage government regulations with pre-packaged and customizable audit definitions. To create an Audit Definition : Click Audits in the main header. Click + Create New Audit in the Action Box. Fill ...
Create question libraries
Question libraries are questionnaires or set of questions that can be re-used across many assessments definitions. Only account administrators or users granted access to the question library administration section can add question libraries. To ...
Create and send an Assessment
Question Library: a questionnaire or set of questions that can be re-used across many assessments. Assessment definition: a definition of the category, priority, frequency, and the questions to be assigned. Create an Assessment Definition To create ...
Manage user access permissions with groups
You can create sets of user authorization rules with Groups. Groups define sets of functions, locations, and categories that users added to the group will be able to access. Only account administrators can add groups. To create a user group: Hover ...