Documentation

Product guides for ComplyNestly customers and their teams.

Getting Started

Re-run Smart Setup

How existing organizations expand setup without destroying configuration.

Owners and admins can open Smart Setup anytime from the sidebar, Settings, or Dashboard Setup Health.

  • Existing locations, roles, and credential types with the same normalized name are reused — not duplicated.
  • New suggestions appear as additions you can confirm.
  • Automation toggles only change settings you explicitly enable (and only when your plan allows).

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