Documentation

Product guides for ComplyNestly customers and their teams.

Locations & Team Access

Locations

Create locations, assign employees to them, and understand what locations control.

A location represents a physical site, branch, or operating unit. Locations are optional for a single-site company and essential for anyone operating across several.

Create a location

  1. 1Go to Locations from the sidebar, or Settings → Team & locations → Manage locations.
  2. 2Add the location with a name your team recognizes.
  3. 3Assign employees to it from each employee's record.

What locations control

  • Manager visibility — managers see only employees at the locations assigned to them.
  • The location filter on the Employees list and the Compliance Matrix.
  • The Location Comparison report, which breaks compliance risk down by site.

Plan limits

Location capacity depends on your plan: one on Free, five on Pro, and twenty-five on Business.

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