Account Settings
DocuSign Integration Setup Guide
Requirements before connecting your DocuSign account A ComplyAssistant user with administrator permissions must add your DocuSign: API Account ID Connect Key. Note: this is used to verify the integrity and authenticity of any messages sent from your ...
Controls
This settings page has been explained fully in the Risk Register chapter.
Threats
This settings page has been explained fully in the Risk Register chapter.
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 ...
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 ...
Sub Accounts
Subaccounts provide a means for consulting companies or service providers to have one account for each of the clients. New Sub Account Click Sub Accounts on the left side of the page to open and, on the Sub Accounts page, click the New Sub Account ...
Software Resources
Here, you can catalog the software for each location. To add a new resource, click the New Software Resource link on the right side of the page. Complete the form, adding Locations, Third Parties, Hardware Resources, or Users if necessary. Remember ...
Question Libraries
This settings page has been explained fully in the Question Libraries chapter.
Login Settings
Two-factor authentication Enable two-factor authentication to require all users to enter a numeric code at each login. The user decides if s/he wants to receive the code in a mobile phone text message or email message. SAML Security Assertion Markup ...
Locations
Click Locations on the left side of the page to access the Locations page. Here, you can manage company levels and also how each location fits into the Company Chart. Each of the locations shown on this page is available to choose in other parts of ...
Job Titles
A number of job titles are set up by default, but you can edit these and also create new titles. To add a new job title, click the New Job Title link on the right side of the page to display a popup. Type in the name of the job title and click ...
Hardware Resources
Here, you can catalog the hardware for each location. To add a new resource, click the New Hardware Resource link on the right side of the page. Complete the form, adding Locations or Hardware Vendors if necessary. Remember to click the Submit ...
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 ...
Email Notifications
To access this setting, click Email Notifications on the left side of the settings page. To prevent email notifications for tasks or comments, click the No option and click Submit.
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 ...
Contract Settings
These settings give you the ability to create a default profile for all contracts and also manage different contract types. To access contract settings, click Account Settings in the upper-right corner of the page, and then click Contract Settings. ...
Categories
A set of audit categories is available for each account. Click the Categories link on the left side of the page to view the complete list. In the list, click on a category to see its details, such as rule definition, compliance level type, and the ...
Account Information
This page contains general account settings. Here is a description of the settings on this page: Name — Name of your ComplyAssistant Account Header Color — Click to choose the color of the header bar that appears at the very top of all pages. Header ...
Overview of Account Settings
Many types of settings are available to configure various aspects of your ComplyAssistant account. There are two ways to access these settings. One way is to simply click on the Account Settings menu in the top-right corner of the page to access the ...
Set up SSO with Microsoft Azure AD
This article will walk you through setting up basic single-sign-on (SSO) authentication with Microsoft Azure AD. The second part of this article discusses setting up ComplyAssistant group permissions in Microsoft AD. Microsoft Azure AD SSO ...