Getting started with Complya
Set up access, your organisation and the everyday client workspace.
9 guides
Create and verify your accountChoose a sign-in method and complete email verification before regulated work.Reset a forgotten passwordRequest a reset link without disclosing whether another person's account exists.Complete organisation onboardingRecord the organisation name and your role before entering the client workspace.Manage team access and rolesInvite colleagues and understand which changes require the organisation owner.Manage account and organisation settingsUpdate account, organisation, billing-information and notification preferences.Connect source servicesConnect supported Google, Microsoft or Atlassian sources for authorised file access.Read the client dashboardUse the summary, action rows, active cases and search without inventing a new status.Read the activity feedUse recorded activity as a pointer back to the case or document that owns it.Use Help & support inside the workspaceSearch the client documentation without leaving your current task.