How do I make something private?
There are a few different ways of doing this. The first, when you are creating an Action or an Audit you can select to 'make this private'. This means that only you will be able to view this if you 'lock' it down. You can also use user groups in several of our modules to isolate who you want to see it.
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Do you have different user levels?
Yes, we currently have 3 tiers of user permissions to keep it user-friendly and manageable. The 3 levels are; Account Admin, who is responsible for setting up, managing and maintaining the system; Manager, who can create, edit verify and delete but ...
Does my data carry on from my trial account?
Yes, we recommend you make the most from your 2 week trial and start setting up your portal as all the data remains when you switch to a paid account. Alternatively you can choose to start again if you would prefer but please make your account ...
Where can I manage my documents?
Documents can be added to every module for evidence or tracking. As an example, a policy document can be stored in our requirements module, you can create a requirement for each document, include review date, status, add actions or generate a ...
How do I create a user group?
Account admin only. If you click on your name on the top right-hand side of the page > Manage Users. Top left > Options > User Groups. You can then create a user group, name it and add a description. You can then choose which users are included in ...
How can I reset my password?
You can ask your MY Compliance Champion or any account administrator to reset your password. To find you MYC Champion go to MY Advisor and their details should be on the right hand side. To reset your password yourself you can click this ...