Complete initial setup

The Get started with ComplyNestly card appears at the top of the Dashboard until the three required steps are done. It reflects real data in your company — there is nothing to dismiss.

The five steps

• Add a location — optional. Useful if you track employees across more than one site.
• Add your first employee — required.
• Set up credential types — required. These define the licenses or certifications you track.
• Add a credential — required. Recorded from an employee's profile.
• Assign roles or requirements — optional, but this is what enables missing-credential detection.

When the card disappears

Once you have at least one employee, one credential type, and one credential, the Dashboard stops rendering the checklist and shows your normal metrics and Needs Attention list.