ComplyNestly

Help Center

Product guides for ComplyNestly customers and their teams.

Getting Started

Create your organization

Sign up, set up your company, and understand what the first account owner controls.

Sign up

  1. 1Create an account from the sign-up page using your work email.
  2. 2Open the confirmation email from ComplyNestly and confirm your email address.
  3. 3On the Set up your company screen, enter your name and your company name.
  4. 4You continue into workspace setup (Smart Setup when available) as the owner of the new company.

Confirmation emails come from ComplyNestly on notifications.complynestly.com. If you do not see one within a few minutes, check Spam/Junk, confirm the address was typed correctly, then select Resend confirmation email on the sign-up screen.

If you already belong to a company, the setup screen is skipped and you go straight to the Dashboard.

What the owner controls

  • The company name, editable under Settings → Workspace.
  • Team invitations, roles, and location assignments.
  • Billing, including plan changes and cancellation.
  • Employee Portal and Renewal Autopilot settings.
  • The manual reminder test run.

Joining an existing company

If a colleague already created the company, ask them to invite you from Team instead of signing up separately. Each account belongs to one company, and a second sign-up creates a second, unrelated workspace.

Related guides