Review Smart Setup suggestions
How to accept, edit, or skip suggested roles, credentials, and requirements.
Every suggested item is optional until you check it on the Requirements step and confirm on Review.
- 1Choose an industry so ComplyNestly can propose a starting pack.
- 2Include or rename locations, roles, and credential types.
- 3On Requirements, confirm each role → credential pair, or uncheck pairs that do not apply.
- 4Review the summary, then choose Create workspace setup.
Language like “Suggested” or “Commonly tracked” means useful starting points — not legal mandates.