ComplyFlow

Adding Workers

Assigning workers to other Projects/Clients

Generating a Login Link

Worker Unique Emails

Managing Existing Workers as a Contractor Admin

Changing Worker Category, Worker Competencies and Additional Documents

Adding Contractor Administrators

Archiving and Unarchiving Workers

Restricted Admin & FAQ's

Support

 Managing Workers

What is Worker Compliance

Resources to help with Worker Compliance

Not sure why a worker is showing as non-compliant? This guide shows how to check what's outstanding — their documents, worker category, assigned site, and any online training — so…

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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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