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Getting Started

Recommended first steps

If you do the following before diving straight in, they'll help you get the best experience when setting up your Complyr app.

  1. Decide who needs a paid subscription seat to become a user, and who needs Public Access within your firm

  2. Have diagrams of your workflows to hand

  3. Think about the statuses that you want included in the workflows for your team(s)

    An example could be: New → Acknowledge → Investigate → Decision → Final Response → Follow-up → Close

  4. If you are on the Complyr Professional or Enterprise plan, have a list of all the data that needs to be included for reporting and analysis

Topics in this section

Sign up and sign in
How to sign up and sign into the Complyr app.
Add your first team
How to add a team to the Complyr app.
Selecting a team to configure
How to select a team to configure
Understanding team configuration
Understanding team configuration.
Your first case
Creating your first case in Complyr.