Dynamic Fields
A dynamic field is a drop-down containing a list of subcategories, relationship types, sources, event types, or document types. Such drop-downs are found in various places throughout ComplyAssist. Click Dynamic Fields on the left side of the settings page.
You can edit the content of these lists, either by editing existing items, adding new items, or deleting new items. Some items in the list are mandatory, and cannot be changed.
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Groups
You can create one or more groups, assign users to each group, and configure permission for the group as a whole. To access this setting, click Groups on the left side of the Settings page. Edit a group To edit a group, click the small drop-arrow in ...Manage Threat Details
You can manage different information for Threats from within the Risk Register or Threat Library. From any Threat Detail page, you can export the information to PDF. This is available in the Threat Library and Risk Register. Within the Risk Register, ...Manage Control Details
You can manage different information for Controls from within the Risk Register or Control Library. From any Control page, you can export the information to PDF. This is available in the Control Library and Risk Register. Within the Risk Register, ...Third Parties and Contacts
Another part of the settings gives you the ability to manage third-party entities and contacts. These contacts will appear in other places in ComplyAssistant, such as assigning assessments to a specific contact. New Third Party Click Third Parties ...Users
You can add administrator and non-administrator users to your account. Administrators have additional rights, such as the ability to deactivate a user. Add a new user To add a new user, click Users on the left side of the page and click the + New ...