ComplyFlow

Support

Supplier/Contractor  Guides

Registration and Activation

The Requirements Dashboard

Getting Started

Registration Page

Adding More Sites

Managing Clients

Adding Workers

Assigning workers to other Projects/Clients

Generating a Login Link

Worker Unique Emails

Managing Existing Workers

Changing Worker Category, Worker Competencies and Additional Documents

Adding Contractor Administrators

Archiving and Unarchiving Workers

Restricted Admin & FAQ's

 Managing Workers

What is Worker Compliance

Resources to help with Worker Compliance

How to check why someone isn’t compliant?

Checking Compliance status for all Workers (in bulk)

Worker Compliance

Licence FAQ

The Licences Area

Renewing a Licence

Assign a Licence from the Licences Area

Types of Licences

Purchasing Licences

Upgrade a Worker Licence

This section provides information around Licences &amp; Billing in Comply Flow. Licences are required for Contractor Workers in order to assign them to Clients. 

Worker Licences

Self Serve Induction

Taking Online Inductions for Workers

Taking Online Inductions

Induction Status

Online Inductions

Searching records from the Staging area

Approving workers from the Staging Area

The Staging Area

Uploading Documents via the Dashboard

Uploading Documents on Behalf of Workers

Delete, Supersede, View and Download Documents

Plant Documents

Photo Upload

Reducing Document Size

Managing Documents

Internal Documents for Contractor HR & Record Management

How to Use Internal Documents

How to Share Workers with new Clients

Internal Documents and Sharing Workers with Clients

Mobile Application Inspections for Workers

Managing Inspections

Calibrating Google Maps

Live Access error messages explained

Live Access troubleshooting issues with location (iPhone)

Find and improve your location’s accuracy (Android)

Can't login to Live Access App?

Logging in to Live Access for the First Time

Downloading the Live Access Application

Signing In & Out of the Live Access App

Submitting Permits via the Live Access Mobile App

QR Code Visitor Site Sign in

View your Workers in Live Access

Live Access Manual

Create a Form (Supplier)

Form Prequalification Process

AI-Powered Review in Forms

AI Prequalification Form - Standard (Level 1)

Managing Permits and Forms

Prequalification For Small Business

Safety Management System Review for Prequal Level 1

ComplyFlow Standard AI Prequalification

Modern Slavery

Health and Safety Policy

Risk Management Procedure

Worker Training and Competency

Incidents and Corrective Actions

Communication and Consultation

Contractor Management

Plant & Equipment

Fitness for Work

Safe Work Method Statements

Adding Plant & Vehicles

Archiving/Unarchiving Plant & Vehicles

Managing Existing Plant & Vehicles

Marking Plant & Vehicles 'Not In Use'

 Managing Plant

Tax Invoices for Annual Subscriptions

Tax Invoice

Updating Contractor Details

Update Email

Contractor Office/Branch

Managing Email Notifications

Locked Account

Admin/Worker Password Reset

 Troubleshooting Common Issues

Accessing the Incidents Module and Viewing Incidents

Reporting an Incident

Managing Incident

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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