Dashboard User Guide
This document was created in MY Compliance Management on 24/06/2025 14:10:07
Available for user levels: Account Adminstrator
Q: How do I add a new full system user? A: Go to your name on the top right-hand of your Dashboard > Click ‘Manage Users’ > ‘Add New User’. Top Tip: If your new user is already a Trainee in your Training Manager Module, then our recommendation is to view their training record and click ‘Convert to User’. This will ensure that no duplicates of the same user are created within your MY Compliance Management Account.
Q: How do I get access or a copy of my invoice? A: If you are a monthly customer, you should be able to access your invoices by going to your name > Account. If you are an annual customer, you can request a copy of your invoice from your Customer Support Manager.
Q: What’s the difference between an Account Administrator, a Manager, a Standard User and a Banned user? A: Account Administrators can see everything and do everything in the system. They are your top-level user
Managers are your mid-level user. They can create and edit records but cannot delete records that aren’t in their name.
Standard Users can only see records they have created, and records that have been assigned to them.
If you state a user as ‘Banned’, this will block their login credentials. All records they have created or were assigned will remain in their name.
Top Tip: You can access the User Permissions Guide by going to ‘Manage Users’ > ‘Add New User’ > ‘View User Permissions’.
Q: What happens if I delete a full system user? A: If you remove a full system user from your account, all records will remain in their name, however they will simply no longer have access to their log-in credentials. This also frees up a full system user licence from your allocated amount, based on your subscription.
Q: I have used my allocation of full system users, can I purchase more? A: If you have used your allocation of full system users, contact your Customer Support Manager and we can provide you with a quote for an additional amount of users.
Q: What is a User Group? A: A User Group is where you can lock a Register or Record down and assign a group of users to have access to this. You can also use these for Action Groups if you wish to grant access to a group of users to view this information.
Q: How can I manage how often I receive system notification? A: You can manage your email preference by going to your name on the top right-hand corner of your Dashboard > Account > Options > Email Preference – here, you can select whether to receive notifications as soon as a record has been created, or you can opt to receive these notifications in just one daily email.
Q: I want my Managers and Standard Users to access a limited number of modules, instead of seeing all modules, how do I do this? A: Go to your name in the top right-hand corner of your Dashboard > Account > Options > Hide/Show Modules.
Q: How do I reset a user’s password? A: Go to your name in the top right-hand corner of your Dashboard > Click ‘Manage Users’ > Search for the user and click the ‘Key’ icon – this will send the user a new password to access their account.
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