Getting Started with Compliance Cover
A complete walkthrough of setting up your account, adding employees, and configuring your first compliance checks.
Create your organisation
What you'll need: Company name and registered address, Primary contact details, Industry sector (helps us tailor your experience), Estimated number of employees.
Your organisation settings can be updated at any time from Settings > Organisation.
Invite your team
Permission levels: Admin (full access), Manager (view and edit records), Viewer (read-only access), Supplier (external portal access).
To invite team members, go to Settings > Team > Invite User.
Add your employees
Option 1: Add individually - Navigate to Staff > Add Employee and fill in the required details.
Option 2: Bulk import via CSV - For larger organisations, use our CSV import tool.
Configure your compliance checks
Set up document expiry alerts
Go to Settings > Notifications to adjust timing, frequency, and recipients.
Run your first compliance report
Key reports: Compliance Overview, Expiry Forecast, Missing Documents, Audit Evidence Pack.
All reports can be exported as PDF or Excel for sharing with auditors.
You're all set!
You've completed the getting started with compliance cover. Your Compliance Cover account is now ready to help you stay compliant.
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