ComplyFlow

Adding an Incident

Sending Incident Notifications

Potentially Notifiable Incidents

Notifiable Incidents - Legal

Incident Status

Viewing & Filtering Incidents

Corrective Actions

Adding a Security Group

Adding Incident External Users

Incident Dashboard Charts

Adding a Notification Group

Sending Incident Notifications with PDF Report

Support

Incident Module

Allow PDF Forwarding (Incident Report)

How to Allow Suppliers to Add Incidents

Incident Settings Configuration

Guide 1: Getting Started with Incident Admin Tools

Guide 2: Managing Incident Sections

Guide 3: Managing Incident Questions

Guide 4: Configuring Incident Types (Classifications)

Guide 5: Working with Tags

Incident Form Configuration (Admin Access)

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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.

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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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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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