4 minutes - A guide to using Compliance Fox as a Person or Company
10 minutes - A guide to using Compliance Fox as a Manager.
Here we look at the role of the System Administrator, the Manager, the Person and the Company.
An explanation of each of the important terms used in the Compliance Fox system.
How to use the home page and navigate around the system.
How to create a Group for organising People and Companies.
How to create a Person and grant them access to your system.
How to create a Company and grant them access to your system.
How to organise People or Companies into Groups.
How to create a Field in your database, such as short text, long text, date, option list or file upload.
How to create a Requirement in your database, such as a Policy, Induction or Qualification.
How to assign a Field or Requirement to a Person, Company or Group.
How to store a new Record against a Field or Requirement.
How to view, approve or reject a pending record added by a Person or Company.
How to grant manager permissions to a person, allowing them to view and manage other people.
How to update the email address, username or password for a Person or Company.
How to send an SMS or Email to one or more People or Companies.
How to connect Compliance Fox to your Microsoft Azure Active Directory, enabling 'Sign-in with Microsoft'.
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