Documentation
Product guides for ComplyNestly customers and their teams.
Requirements
Define credential types, role templates, and what each employee must hold.
- What requirements are
Why requirements exist, what they change, and what ComplyNestly cannot tell you without them.
- Credential types and role templates
Build the credential type catalog and group types into role templates that match how you staff.
- Assigning requirements
Apply role templates and direct requirements to employees, and understand how they combine.
- How requirements drive compliance
Trace an effective requirement through matrix cells, action items, reports, reminders, and Autopilot.