Introduction - sample

For an administrator to manage an organization and project successfully within Compliance, the correct organization settings need to be set up. You access the organization settings from the Organization home landing page.

From the Organization home page, you can either:

  1. Select Settings from the side menu
  2. Select View organization settings on the Organization tile
  3. Select Settings from the 2nd level menu
    • Then Select the Compliance tile

       

Within the Compliance settings you will find the following settings for all the modules:

  • Module summary
  • Module organization
  • Categories
  • Statuses
  • Roles
  • User assignments

Users can only view Project settings for their specified project, changes for project settings will need to be made at the organization level.