You can't edit some details in ComplyFlow yourself. The ComplyFlow support team updates them for you. This guide covers:
Which details those are
Who can request a change
What to include so we can action it quickly
To request a change, email support@complyflow.com.au.
Fixing a spelling mistake in a Worker's name
Documents are rejected when the name on the document doesn't match the Worker's profile, so it's important the profile is correct.
Email support@complyflow.com.au with:
The Worker's name exactly as it appears in ComplyFlow
The correct spelling
The Worker ID, if you know it
Your company name
If the profile shows a nickname (for example, "Tom" when the licence says "Thomas"), email us and we'll correct it
If the Worker's legal name has changed (for example, after marriage), upload the affected document together with a Name Change Certificate
Changing your company name or ABN
The request must come from your Company. If a Client asks us to change your details, we confirm with you before making any changes.
Email support@complyflow.com.au with:
Your company name
Your new company name (if it has changed)
Your current ABN
Your new ABN
A short note on why it changed (for example, a restructure or a new entity)
Depending on your situation, we either:
Update your existing account to the new name or ABN. If your ABN has changed, you can send us proof of the change or a letter from your company on the change. If your company is across multiple clients this may not be a possibility for you as some clients may have solutions where a new account needs to be registered. Our support team will assist with your request and let you know if updating the existing account is possible.
Suggest registering a new company profile. We do this when the old company is still trading, or part of the business is sold, or the client specifically requests that a new entity is registered.
What the change affects:
Documents: documents that show your old company name or ABN (for example, insurances, Safety Management System documents and prequalification certificates) no longer match your details and will expire. We'll tell you which ones before the change, so you can upload replacements and stay compliant
Your Clients: let your Client contact or Site Manager know, so they can update their records and any systems connected to ComplyFlow
Updating the contact email or phone on an account
Use this when the account contact has changed. For example, someone has left, or a new person or provider manages your ComplyFlow account.
Email support@complyflow.com.au with:
The Company or Worker the profile belongs to
The new details
Any additional information that may be relevant to your request
If you're not sure whether you can change something yourself, ask us.