Overview
After successfully registering your Enterprise (Starter) account, ComplyFlow guides you through a streamlined onboarding process to get you up and running quickly. This includes optional company branding, Dashboard orientation, and first-time feature exploration.
Welcome to ComplyFlow Screen
After completing registration (and email verification if applicable), you'll see the Welcome screen:
Welcome Screen Features
Confirmation Message: "Welcome to ComplyFlow! Your account has been created successfully"
Confetti Animation: Celebratory visual feedback
Continue Button: Proceed to optional setup steps
Account Ready: Your account is fully functional at this point
What Happens Next
Optional Logo Upload: Add your company branding
Site Addition: Add additional sites if needed
Dashboard Introduction: Get oriented with key features
Feature Exploration: Use guided onboarding tools
Optional: Company Branding Setup
The first optional step allows you to upload your company logo and add additional sites to your account.
Logo Upload Process
Upload Requirements:
File Types: WebP, JPG, JPEG, PNG
File Size: Maximum 2MB
Dimensions: Minimum 400px wide
Aspect Ratio: Recommended 400 x 120 pixels
Upload Steps:
Drag and Drop: Drag image file to upload area, or click to browse
Automatic Cropping: System displays cropping tool for proper aspect ratio
Preview: See how your logo will appear in the system
Save: Logo immediately applied to your organisation
Logo Management:
Remove & Redo: Clear uploaded logo and start over
Preview: See logo in context of ComplyFlow interface
Update Later: Logo can be changed anytime in Account Settings
Adding Additional Sites
Site Addition Features:
Up to 4 Additional Sites: Total of 5 sites maximum for Starter accounts
Adding Sites:
Enter Site Name: Type site name in the input field
Press Enter: Creates a new site entry (doesn't submit form)
Multiple Sites: Add up to 4 additional sites beyond the default
Remove Sites: Click X on any site tag to remove
Character Limit: Each site name limited to 4 lines of text
Site Configuration:
Default Settings: Each site gets default location and settings
Account Owner Assignment: You're automatically assigned to each site
Site Configuration: Site details can be updated after onboarding
Completing Optional Setup
Finish Account Setup Button:
Save Changes: When selected the logo upload and creates additional Sites – you should see a message to let you know that "You're good to go"
Skip Option:
Continue Without Changes: Proceed directly to the Dashboard
Dashboard Introduction
Your ComplyFlow dashboard provides a central hub for managing compliance activities, with onboarding features to help new users get started.
"What Would You Like to Do?" Panel
Available Actions:
1. Invite My Team
Purpose: Add staff members to collaborate (up to 5 included)
Navigation: Opens Staff List with invitation slide-over panel
2. Invite My Suppliers
Purpose: Add contractors to track compliance requirements
Navigation: Opens Suppliers with invitation slide-over panel
3. Create an Inspection
Purpose: Start your first inspection using templates
Navigation: Opens Inspection module > Start Inspection screen
4. Report an Incident
Purpose: Create your first incident report
Navigation: Opens Incident module > Create Incident (Step 1) screen
5. Upload Site Documents
Purpose: Add documents for safety or compliance tracking
Navigation: Opens Sites module > Site Documents List > Upload files slide-over
All Actions Complete:
The Dismiss Panel Button: Appears when all cards have green checkmarks
Quick Add Dropdown
After onboarding, the Quick Add (+) button in the top navigation provides ongoing access to common actions for all Enterprise accounts (Starter and Pro).
Available Quick Actions
Staff User: Navigate to Staff List with invitation slide-over panel
Supplier: Navigate to Suppliers with invitation slide-over panel
Inspection: Navigate to Inspection module > Start Inspection screen
Incident Report: Navigate to Incident module > Create Incidents screen
Site/Project: Navigate to Sites module > Add new Site screen
Site Document: Navigate to Sites module > Upload files slide-over
Permission-Based Display
Module Restrictions:
Only shows actions for modules enabled in your organisation
Hidden actions for modules not included in your plan
Getting Started Best Practices
Recommended Onboarding Sequence
Week 1: Account Setup
Complete Registration: Finish email verification or Microsoft SSO setup
Upload Logo: Add your company branding for professional appearance
Add Sites: Create entries for all locations you'll manage
Invite Core Team: Add key staff members who need access
Week 2: Core Features
Create Inspection Templates: Set up templates for routine inspections
Test Incident Reporting: Create a test incident to understand the workflow
Upload Key Documents: Add essential site documents and categorize them
Invite Primary Suppliers: Add your main contractors and suppliers
Week 3: Advanced Features
Explore Reports: Review safety statistics and compliance reports
Configure Notifications: Set up email preferences for your workflow
Train Team Members: Ensure staff understand their roles and permissions
Plan Workflows: Establish processes for ongoing compliance management
Tips for Success
Start Small:
Begin with one or two sites to learn the system
Add features gradually rather than trying to configure everything at once
Use the onboarding panel to explore features systematically
Leverage Support:
Use the Knowledge Base for detailed feature explanations
Contact support early if you encounter issues
Join webinars or demo sessions to see advanced features
Plan for Growth:
Understand your plan limitations and upgrade timing
Consider which additional staff will need access
Plan site and template organisation for easy scaling