How the Complyr app is organised

Home: your dashboard, including an overview of team statistics and full case list views

Account Admin - the highest admin level, permitting the user to configure and manage all areas of the system

Team Admin - permissions at team level only, permitting the user to configure and manage settings within their assigned teams. This includes assigning other Team Admin users

Team Selector: you can switch between teams by using the dropdown menu at the top of the sidebar. Data is scoped to the selected team

Search: a shortcut to finding case files. You have to type at least three characters before the search can begin

My Actions: tasks assigned to an owner - these tasks are shown both on a case and in My Actions

My Cases: the user's assigned case list, with an “all cases” scope option and it's the main case list they work from. Each case has a type, status, assignee, actions, parties, files, notes and messages

Reports: analytics reports (Professional and Enterprise plans) are where new reports are created; saved reports can also be viewed and downloaded

Manage Account: can only be accessed by Account Admin users. Nominated users can add/disable users, add/edit/delete teams and see billing information

Team Settings: nominated Team Admin users can make changes at team level. This includes disabling users, adding/configuring case types, adding data sets, configuring case list columns, creating a URL for secure public access, etc

Profile Menu: found at the bottom of the sidebar - click Your Name to open it

My profile: view your user profile and update your profile picture

Help centre: access the Complyr Help Centre

Privacy policy: view the Complyr privacy policy

Share feedback: share your feedback with the Complyr team

Sign out: sign out of your Complyr account