Complete initial setup
Work through the Get started with ComplyNestly checklist and understand which steps are required and which are optional.
The Workspace setup card appears at the top of the Dashboard until the required setup milestones are complete. It reflects real data in your company — there is nothing to dismiss, and the percentage is configuration progress rather than a compliance score.
The required milestones
- Create the compliance foundation — complete Smart Setup, or create credential types and requirements manually.
- Add your first employee — required.
- Add your first credential — required. Record it from an employee's profile.
- Review your first compliance view — required once an employee and credential exist.
- Review renewal automation — required on plans with reminders; Free plans complete this automatically.
Recommended, but not blockers
- Add a location — useful if you track employees across more than one site.
- Assign roles or requirements — this is what enables missing-credential detection.
When the card disappears
Once the required Workspace Ready milestones are complete, the Dashboard shows your normal metrics and Needs Attention list. Free plans may already have the automation review marked complete because paid reminders are not available.