Complyr Basics

Welcome to the Complyr Help Centre!

These guides cover all the things you need to know for setting up Complyr and using the core workflows in the web app.

A quick message from the Complyr team before you get going

We've spent years managing regulated complaints, and one thing is always true: the rules change, expectations shift, and processes evolve. Customer needs, Board reporting, internal workflows. Often, it all moves faster than the systems teams are working with.

That's exactly why Complyr was built to flex with you.

We've built a no-code app so that most configuration changes can be made by your admin users. No more waiting for IT or raising tickets to get something done. If your process changes, Complyr changes with it.

Any configuration you make yourself is included in your subscription, with no hidden extras.

For more bespoke requests, or if you want the setup done for you, our team can help. We'll always be clear about scope, effort, and cost before any work begins.

At its core, Complyr is built around a simple belief:

"If your team has to change how they work to fit the software, the software has failed."

Take your time and tweak things as you go. You're in control.

Read through the rest of Complyr Basics, then move to Getting Started to set your foundations, then build from there in the order that suits your team.

Navigating topics

If you like a structured start, follow the topics in the order shown on the sidebar menu..

If you prefer to dip in and out, have already had an overview, or just need a quick refresher, jump to any topic or use the search on the Home page.