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Starter Account Overview Guide

Support avatar
Written by Support
Updated over 2 weeks ago

What are Enterprise (Starter) Accounts?

Enterprise (Starter) accounts are a streamlined version of ComplyFlow designed for smaller organisations that want to try out ComplyFlow's core compliance management features without the full complexity and cost of a Pro account.

Currently Available In: Australian data centres only (additional regions coming soon)

Account Types Comparison

Feature

Enterprise (Starter)

Enterprise (Pro)

Staff Users

5 included (additional $35 p.a. each)

Unlimited

Sites

5 maximum

Unlimited

Inspection Templates

5 maximum

Unlimited

Incident Types

1 (can edit existing questions)

Unlimited

Suppliers

Unlimited*

Unlimited

Forms Creation

Cannot create forms (AI Prequal template)

Full form creation

Microsoft SSO

βœ… Sign up and login

βœ… Full SSO integration

*Suppliers pre qualification includes company categories and insurance documents only (Supplier pays model). Worker roles and documents require Worker licences.

Key Features

βœ… What's Included

  • Core Compliance Management: Site management, contractor tracking, incident reporting

  • Staff Collaboration: Invite up to 5 team members to collaborate

  • Inspection Tools: Create and manage up to 5 inspection templates (2,000 Inspections p.a. included)

  • Supplier Management: Unlimited supplier invitations (with category restrictions)

  • Microsoft Integration: Sign up and login with Microsoft accounts

  • Mobile Access: Full mobile app functionality

  • Document Management: Upload and categorise site documents

  • Basic Reporting: Standard safety statistics and compliance reporting

❌ What's Not Included

  • Advanced Form Creation: Cannot create custom forms (limited to AI Prequal templates)

  • Unlimited Sites: Maximum of 5 sites per account

  • Multiple Incident Types: Limited to 1 incident type (can modify existing)

  • Advanced Integrations: Limited third-party integrations

  • Premium Support: Standard support only (30 days)

Pricing Model

Base Plan

  • 5 Staff Users: Included in base plan

  • 5 Sites: Included in base plan

  • 5 Inspection Templates: Included in base plan

Additional Costs

  • Extra Staff: $35 per user per year (beyond the included 5)

  • Site Limits: Upgrade to Pro required for more than 5 sites

  • Template Limits: Upgrade to Pro required for more than 5 templates

Supplier Billing

  • Contractor Pays Model: Suppliers pay $79 for prequalification if they don't already have one in ComplyFlow

Getting Started

Who Should Use Starter Accounts?

  • Small to Medium Businesses managing up to 5 sites

  • Growing Companies wanting to trial ComplyFlow features

  • Cost-Conscious Organisations needing basic compliance management

  • Australian Businesses (currently limited to Australian data centres)

Account Registration Options

  1. Email Registration: Traditional email and password signup

  2. Microsoft SSO: Sign up using your Microsoft business account

Account Management

Upgrading Your Account

When you outgrow Starter limitations, a ComplyFlow Admin will help you upgrade to Enterprise (Pro):

  • Manual Process: Contact support for account upgrades

  • Seamless Transition: All data and settings are preserved

  • No Downtime: Upgrade happens without service interruption

Plan Notifications

The system will notify you when you reach plan limits:

  • Staff Limits: Notification when adding your 6th user

  • Site Limits: Warning when trying to add more than 5 sites

  • Template Limits: Alert when attempting to create additional templates

Regional Availability

Current Availability

  • Australia: Fully available with local data centre hosting

  • New Zealand: Available (hosted in Australian data centre)

Coming Soon

  • North America: United States and Canada

  • Europe: United Kingdom and European Union

  • Asia Pacific: Additional regional data centres

Note: If you select a country outside Australia/New Zealand during registration, your account will be created in the Australian data centre with a notification about future regional expansion.

Support and Resources

Getting Help

  • Knowledge Base: Comprehensive guides and tutorials

  • Intercom Chat: In-app messaging for quick questions

Next Steps

  • Registration Methods Guide: Choose between email or Microsoft SSO registration

  • Organisation Setup Guide: Complete your company and user profile setup

  • Onboarding Guide: Get started with your first inspections and site management

Frequently Asked Questions

Q: Can I upgrade from Starter to Pro later?
A: Yes, upgrades are handled manually by ComplyFlow Admins. All your data and settings will be preserved.

Q: What happens if I exceed the 5-staff limit?
A: Additional staff members will be automatically charged at $35 per user per year. You'll receive email notifications about the additional costs.

Q: Can I invite unlimited suppliers?
A: Yes, but suppliers are limited to company categories and insurance documents only. Worker roles and documents require Worker licences.

Q: Is Microsoft SSO required?
A: No, Microsoft SSO is optional. You can register with a traditional email and password if preferred.

Q: When will other regions be available?
A: Additional regions are planned for future release. Currently, all accounts are hosted in Australian data centres.

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